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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 | $273,517 | $144,130+89.8% | $117,861+132.1% | $147,586+85.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 5.84% | 531.20%-525.4pp | 335.11%-329.3pp | 578.59%-572.8pp |
| Employer contribution / active EE | $7,497 | $4,897+53.1% | $3,786+98.0% | $4,876+53.7% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,261 | $10,887-70.0% | $8,021-59.3% | $10,886-70.0% |