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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 | $614,390 | $258,723+137.5% | $247,553+148.2% | $285,997+114.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 12.62% | 34.49%-21.9pp | 32.33%-19.7pp | 24.44%-11.8pp |
| Employer contribution / active EE | $236,195 | $36,001+556.1% | $33,960+595.5% | $41,348+471.2% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $3,343 | $10,641-68.6% | $10,141-67.0% | $22,013-84.8% |