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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 | $331,437 | $212,470+56.0% | $428,620-22.7% | $254,542+30.2% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 14.40% | 21.43%-7.0pp | 20.73%-6.3pp | 12.16%+2.2pp |
| Employer contribution / active EE | $44,699 | $39,472+13.2% | $36,503+22.5% | $44,747-0.1% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $3,710 | $5,476-32.3% | $7,495-50.5% | $17,640-79.0% |