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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 | $868,251 | $98,760+779.2% | $149,715+479.9% | $79,858+987.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.90% | 27.43%-21.5pp | 276.66%-270.8pp | 31.72%-25.8pp |
| Employer contribution / active EE | $15,451 | $3,217+380.3% | $4,645+232.6% | $2,471+525.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $124,523 | $6,053+1957.1% | $9,310+1237.6% | $5,306+2246.8% |