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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 | $1,323,951 | $202,463+553.9% | $169,397+681.6% | $139,487+849.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -5.81% | 532.64%-538.5pp | 406.23%-412.0pp | 373.84%-379.7pp |
| Employer contribution / active EE | $16,248 | $4,694+246.2% | $4,013+304.9% | $4,755+241.7% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $12,151 | $10,726+13.3% | $9,017+34.8% | $11,407+6.5% |