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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 | $466,969 | $315,650+47.9% | $308,621+51.3% | $338,137+38.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 16.35% | 8.11%+8.2pp | 8.05%+8.3pp | 13.05%+3.3pp |
| Employer contribution / active EE | $41,072 | $44,185-7.0% | $42,683-3.8% | $37,647+9.1% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $3,728 | $9,132-59.2% | $8,774-57.5% | $30,946-88.0% |