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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 | $259,240 | $148,629+74.4% | $135,982+90.6% | $139,487+85.9% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | -11.31% | 79.33%-90.6pp | 68.32%-79.6pp | 373.84%-385.2pp |
| Employer contribution / active EE | $47,931 | $5,247+813.6% | $4,859+886.4% | $4,755+908.1% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $12,292 | $12,406-0.9% | $10,767+14.2% | $11,407+7.8% |