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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 | $851,615 | $442,730+92.4% | $442,730+92.4% | $237,064+259.2% |
| Participation rate | 100.0% | 28.6%+71.4pp | 12.5%+87.5pp | 45.6%+54.4pp |
| Annual return | 7.70% | 4.44%+3.3pp | 4.72%+3.0pp | 4.16%+3.5pp |
| Employer contribution / active EE | $304,884 | $41,495+634.7% | $30,821+889.2% | $42,918+610.4% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $3,815 | $2,146+77.7% | $2,146+77.7% | $21,465-82.2% |