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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 | $2,326,813 | $827,797+181.1% | $788,447+195.1% | $349,369+566.0% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.4%+55.6pp |
| Annual return | -9.86% | -4.32%-5.5pp | -3.21%-6.6pp | -14.65%+4.8pp |
| Employer contribution / active EE | $332,500 | $53,412+522.5% | $46,051+622.0% | $46,321+617.8% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $30,317 | $50,219-39.6% | $46,258-34.5% | $14,582+107.9% |