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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 | $720,081 | $127,387+465.3% | $115,038+526.0% | $125,389+474.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.51% | 31.28%-37.8pp | 26.14%-32.7pp | 282.24%-288.8pp |
| Employer contribution / active EE | $18,588 | $5,166+259.8% | $4,608+303.4% | $4,866+282.0% |
| Participant deferral / active EE | $7,584 | $6,423+18.1% | $6,026+25.8% | $5,352+41.7% |
| Admin fee / account holder | $23,284 | $9,516+144.7% | $8,175+184.8% | $9,541+144.0% |