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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 | $270,663 | $206,041+31.4% | $201,416+34.4% | $330,599-18.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 43.7%+56.3pp |
| Annual return | 12.70% | 7.46%+5.2pp | 8.10%+4.6pp | 13.05%-0.4pp |
| Employer contribution / active EE | $25,000 | $34,689-27.9% | $28,649-12.7% | $37,664-33.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $2,308 | $63,103-96.3% | $60,136-96.2% | $31,365-92.6% |