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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 | $2,550,776 | $183,988+1286.4% | $162,177+1472.8% | $152,897+1568.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.35% | 150.79%-138.4pp | 115.60%-103.3pp | 345.43%-333.1pp |
| Employer contribution / active EE | $41,491 | $6,370+551.4% | $5,613+639.2% | $4,764+771.0% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $165,632 | $13,123+1162.1% | $10,843+1427.5% | $11,599+1327.9% |