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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 | $294,685 | $344,842-14.5% | $334,005-11.8% | $339,457-13.2% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 6.10% | 10.02%-3.9pp | 9.82%-3.7pp | 13.05%-7.0pp |
| Employer contribution / active EE | $72,043 | $31,894+125.9% | $30,304+137.7% | $37,651+91.3% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $128,193 | $60,407+112.2% | $53,840+138.1% | $31,074+312.5% |