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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 | $284,529 | $185,887+53.1% | $179,823+58.2% | $330,599-13.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 43.7%+56.3pp |
| Annual return | 6.86% | 174.20%-167.3pp | 148.78%-141.9pp | 13.05%-6.2pp |
| Employer contribution / active EE | $42,750 | $30,844+38.6% | $26,858+59.2% | $37,664+13.5% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $3,198 | $1,660+92.6% | $1,660+92.6% | $31,365-89.8% |