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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 | $322,243 | $340,249-5.3% | $329,695-2.3% | $330,599-2.5% |
| Participation rate | 80.0% | 51.3%+28.7pp | 43.4%+36.6pp | 43.7%+36.3pp |
| Annual return | 10.30% | 10.01%+0.3pp | 9.82%+0.5pp | 13.05%-2.7pp |
| Employer contribution / active EE | $58,877 | $31,912+84.5% | $30,322+94.2% | $37,664+56.3% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $53,419 | $60,407-11.6% | $53,840-0.8% | $31,365+70.3% |