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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 | $431,592 | $135,956+217.4% | $123,894+248.4% | $273,972+57.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.20% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.3pp |
| Employer contribution / active EE | $10,800 | $5,170+108.9% | $4,617+133.9% | $4,869+121.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,565 | $9,817+28.0% | $8,357+50.4% | $10,133+24.0% |