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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,224 | $180,462-85.5% | $154,111-83.0% | $135,379-80.6% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | 34.22% | 888.17%-854.0pp | 735.18%-701.0pp | 519.79%-485.6pp |
| Employer contribution / active EE | $1,790 | $6,036-70.3% | $5,298-66.2% | $4,779-62.5% |
| Participant deferral / active EE | $3,008 | $5,806-48.2% | $5,081-40.8% | $5,609-46.4% |
| Admin fee / account holder | $2,617 | $16,145-83.8% | $13,411-80.5% | $10,828-75.8% |