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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 | $267,728 | $213,840+25.2% | $189,344+41.4% | $254,542+5.2% |
| Participation rate | 100.0% | 40.0%+60.0pp | 30.4%+69.6pp | 47.3%+52.7pp |
| Annual return | 6.55% | 10.52%-4.0pp | 11.02%-4.5pp | 12.16%-5.6pp |
| Employer contribution / active EE | $52,536 | $40,753+28.9% | $33,824+55.3% | $44,747+17.4% |
| Participant deferral / active EE | $0 | $408-100.0% | $418-100.0% | $170-100.0% |
| Admin fee / account holder | $2,369 | $4,068-41.8% | $4,088-42.0% | $17,640-86.6% |