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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,514 | $195,758+36.7% | $182,032+47.0% | $285,997-6.5% |
| Participation rate | 100.0% | 25.1%+74.9pp | 13.4%+86.6pp | 55.8%+44.2pp |
| Annual return | 9.76% | 3.70%+6.1pp | 7.69%+2.1pp | 24.44%-14.7pp |
| Employer contribution / active EE | $82,402 | $38,258+115.4% | $28,501+189.1% | $41,348+99.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $17,645 | $61,373-71.2% | $51,246-65.6% | $22,013-19.8% |