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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 | $430,911 | $239,436+80.0% | $227,282+89.6% | $286,788+50.3% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 13.52% | 10.53%+3.0pp | 10.75%+2.8pp | 9.30%+4.2pp |
| Employer contribution / active EE | $0 | $37,410-100.0% | $35,170-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $701 | $4,800-85.4% | $4,611-84.8% | $12,596-94.4% |