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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 | $1,351,693 | $333,627+305.2% | $205,371+558.2% | $418,949+222.6% |
| Participation rate | 100.0% | 53.4%+46.6pp | 56.2%+43.8pp | 35.7%+64.3pp |
| Annual return | 25.37% | 4.86%+20.5pp | 5.90%+19.5pp | 15.19%+10.2pp |
| Employer contribution / active EE | $0 | $32,229-100.0% | $24,714-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $249-100.0% | $644-100.0% | $86-100.0% |
| Admin fee / account holder | $8,151 | $19,108-57.3% | $13,227-38.4% | $50,584-83.9% |