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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 | $303,930 | $340,249-10.7% | $329,695-7.8% | $330,599-8.1% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 8.50% | 10.01%-1.5pp | 9.82%-1.3pp | 13.05%-4.5pp |
| Employer contribution / active EE | $113,790 | $31,901+256.7% | $30,311+275.4% | $37,652+202.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $42,536 | $60,407-29.6% | $53,840-21.0% | $31,365+35.6% |