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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 | $648,182 | $315,650+105.3% | $308,621+110.0% | $338,137+91.7% |
| Participation rate | 100.0% | 62.7%+37.3pp | 57.2%+42.8pp | 43.9%+56.1pp |
| Annual return | 7.83% | 8.11%-0.3pp | 8.05%-0.2pp | 13.05%-5.2pp |
| Employer contribution / active EE | $26,798 | $44,168-39.3% | $42,669-37.2% | $37,651-28.8% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $2,055 | $9,132-77.5% | $8,774-76.6% | $30,946-93.4% |