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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 | $599,627 | $258,723+131.8% | $247,553+142.2% | $285,997+109.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 12.19% | 34.49%-22.3pp | 32.33%-20.1pp | 24.44%-12.2pp |
| Employer contribution / active EE | $187,500 | $36,001+420.8% | $33,960+452.1% | $41,348+353.5% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $6,841 | $10,641-35.7% | $10,141-32.5% | $22,013-68.9% |