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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 | $505,160 | $262,251+92.6% | $250,986+101.3% | $287,034+76.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 12.19% | 34.49%-22.3pp | 32.33%-20.1pp | 24.44%-12.2pp |
| Employer contribution / active EE | $69,238 | $35,997+92.3% | $33,956+103.9% | $41,344+67.5% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $4,162 | $10,641-60.9% | $10,141-59.0% | $22,013-81.1% |