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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 | $471,342 | $183,627+156.7% | $155,602+202.9% | $145,978+222.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.82% | 61.32%-53.5pp | 64.81%-57.0pp | 550.52%-542.7pp |
| Employer contribution / active EE | $24,001 | $5,316+351.5% | $4,675+413.4% | $4,662+414.8% |
| Participant deferral / active EE | $15,250 | $6,466+135.9% | $5,629+170.9% | $6,690+128.0% |
| Admin fee / account holder | $18,627 | $19,327-3.6% | $15,923+17.0% | $13,400+39.0% |