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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 | $983,064 | $154,228+537.4% | $145,433+576.0% | $137,256+616.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.95% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $7,339 | $4,804+52.8% | $4,554+61.1% | $4,156+76.6% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $74,368 | $14,344+418.5% | $13,129+466.4% | $12,270+506.1% |