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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 | $1,343,256 | $179,235+649.4% | $161,646+731.0% | $254,542+427.7% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.5%+84.5pp | 47.4%+52.6pp |
| Annual return | 15.42% | 12.78%+2.6pp | 12.93%+2.5pp | 12.16%+3.3pp |
| Employer contribution / active EE | $150,000 | $42,142+255.9% | $35,210+326.0% | $44,747+235.2% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $8,266 | $5,275+56.7% | $4,659+77.4% | $17,640-53.1% |