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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 | $383,512 | $162,281+136.3% | $362,723+5.7% | $254,542+50.7% |
| Participation rate | 100.0% | 48.7%+51.3pp | 37.9%+62.1pp | 47.3%+52.7pp |
| Annual return | 12.65% | 10.22%+2.4pp | 10.56%+2.1pp | 12.16%+0.5pp |
| Employer contribution / active EE | $65,799 | $37,392+76.0% | $30,199+117.9% | $44,747+47.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $3,384 | $1,182+186.3% | $2,168+56.1% | $17,640-80.8% |