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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 | $723,034 | $162,785+344.2% | $133,959+439.7% | $158,950+354.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.51% | 41.94%-39.4pp | 45.09%-42.6pp | 302.91%-300.4pp |
| Employer contribution / active EE | $30,538 | $4,975+513.8% | $3,919+679.3% | $4,762+541.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,239 | $11,738-63.9% | $8,928-52.5% | $11,248-62.3% |