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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 | $425,226 | $120,305+253.5% | $115,244+269.0% | $222,458+91.1% |
| Participation rate | 100.0% | 43.8%+56.2pp | 33.3%+66.7pp | 48.7%+51.3pp |
| Annual return | 18.82% | -1.96%+20.8pp | -1.61%+20.4pp | -2.16%+21.0pp |
| Employer contribution / active EE | $204,199 | $37,094+450.5% | $30,840+562.1% | $42,949+375.4% |
| Participant deferral / active EE | $0 | $45-100.0% | $41-100.0% | $153-100.0% |
| Admin fee / account holder | $52,735 | $3,890+1255.5% | $3,433+1436.3% | $12,572+319.5% |