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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 | $614,827 | $258,723+137.6% | $247,553+148.4% | $285,997+115.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 11.89% | 34.49%-22.6pp | 32.33%-20.4pp | 24.44%-12.5pp |
| Employer contribution / active EE | $19,134 | $36,001-46.9% | $33,960-43.7% | $41,348-53.7% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $5,030 | $10,641-52.7% | $10,141-50.4% | $22,013-77.2% |