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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 | $584,482 | $317,758+83.9% | $310,574+88.2% | $330,599+76.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 10.11% | 8.10%+2.0pp | 8.04%+2.1pp | 13.05%-2.9pp |
| Employer contribution / active EE | $220,932 | $44,203+399.8% | $42,698+417.4% | $37,652+486.8% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $2,610 | $9,260-71.8% | $8,889-70.6% | $31,365-91.7% |