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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 | $1,346,462 | $262,251+413.4% | $250,986+436.5% | $287,034+369.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 17.05% | 34.49%-17.4pp | 32.33%-15.3pp | 24.44%-7.4pp |
| Employer contribution / active EE | $13,333 | $35,997-63.0% | $33,956-60.7% | $41,344-67.8% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $11,165 | $10,641+4.9% | $10,141+10.1% | $22,013-49.3% |