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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,387 | $118,877+120.7% | $96,570+171.7% | $167,536+56.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.23% | 50.50%-42.3pp | 37.79%-29.6pp | 478.82%-470.6pp |
| Employer contribution / active EE | $9,752 | $3,121+212.5% | $2,357+313.7% | $4,839+101.5% |
| Participant deferral / active EE | $8,218 | $4,617+78.0% | $3,849+113.5% | $6,342+29.6% |
| Admin fee / account holder | $8,933 | $8,069+10.7% | $6,182+44.5% | $12,315-27.5% |