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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 | $461,638 | $258,723+78.4% | $247,553+86.5% | $285,997+61.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 12.47% | 34.49%-22.0pp | 32.33%-19.9pp | 24.44%-12.0pp |
| Employer contribution / active EE | $64,590 | $36,001+79.4% | $33,960+90.2% | $41,348+56.2% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $119,583 | $10,641+1023.8% | $10,141+1079.2% | $22,013+443.2% |