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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 | $533,137 | $317,758+67.8% | $310,574+71.7% | $330,599+61.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 11.79% | 8.10%+3.7pp | 8.04%+3.7pp | 13.05%-1.3pp |
| Employer contribution / active EE | $63,125 | $44,198+42.8% | $42,693+47.9% | $37,664+67.6% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $18,048 | $9,260+94.9% | $8,889+103.0% | $31,365-42.5% |