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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 | $301,681 | $224,669+34.3% | $202,297+49.1% | $285,997+5.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 52.5%+47.5pp | 55.8%+44.2pp |
| Annual return | 11.10% | 14.33%-3.2pp | 14.20%-3.1pp | 24.44%-13.3pp |
| Employer contribution / active EE | $123,667 | $33,894+264.9% | $29,473+319.6% | $41,348+199.1% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $2,403 | $9,002-73.3% | $7,524-68.1% | $22,013-89.1% |