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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 | $408,710 | $893,103-54.2% | $893,103-54.2% | $418,949-2.4% |
| Participation rate | 100.0% | 58.4%+41.6pp | 58.4%+41.6pp | 35.7%+64.3pp |
| Annual return | 4.08% | 10.32%-6.2pp | 10.59%-6.5pp | 15.19%-11.1pp |
| Employer contribution / active EE | $130,745 | $36,556+257.7% | $33,926+285.4% | $34,877+274.9% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $86-100.0% |
| Admin fee / account holder | $1,571 | $4,376-64.1% | $4,376-64.1% | $50,584-96.9% |