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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,424 | $209,405-90.2% | $178,486-88.6% | $158,931-87.1% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 14.44% | 188.77%-174.3pp | 151.08%-136.6pp | 302.86%-288.4pp |
| Employer contribution / active EE | $7,200 | $5,707+26.2% | $5,011+43.7% | $4,761+51.2% |
| Participant deferral / active EE | $4,005 | $5,954-32.7% | $5,202-23.0% | $5,982-33.1% |
| Admin fee / account holder | $816 | $17,076-95.2% | $13,985-94.2% | $11,247-92.7% |