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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 | $970,058 | $263,436+268.2% | $305,030+218.0% | $254,510+281.1% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 4.73% | 288.76%-284.0pp | 380.66%-375.9pp | 259.14%-254.4pp |
| Employer contribution / active EE | $203,476 | $47,316+330.0% | $45,083+351.3% | $41,471+390.7% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $2,896 | $13,313-78.2% | $12,800-77.4% | $21,546-86.6% |