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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 | $202,460+553.9% | $169,385+681.6% | $139,456+849.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -5.81% | 532.07%-537.9pp | 405.82%-411.6pp | 373.45%-379.3pp |
| Employer contribution / active EE | $16,248 | $4,691+246.3% | $4,012+305.0% | $4,753+241.9% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $12,151 | $10,719+13.4% | $9,011+34.9% | $11,407+6.5% |