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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 | $330,180 | $318,230+3.8% | $306,246+7.8% | $287,034+15.0% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.9%+44.1pp |
| Annual return | 17.34% | 37.67%-20.3pp | 35.15%-17.8pp | 24.44%-7.1pp |
| Employer contribution / active EE | $69,344 | $48,360+43.4% | $46,389+49.5% | $41,344+67.7% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $1,783 | $4,311-58.7% | $4,448-59.9% | $22,013-91.9% |