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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 | $600,926 | $202,430+196.9% | $169,369+254.8% | $139,427+331.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -1.00% | 531.86%-532.9pp | 405.70%-406.7pp | 373.27%-374.3pp |
| Employer contribution / active EE | $2,912 | $4,690-37.9% | $4,011-27.4% | $4,752-38.7% |
| Participant deferral / active EE | $15,000 | $6,938+116.2% | $6,221+141.1% | $6,711+123.5% |
| Admin fee / account holder | $61,875 | $10,716+477.4% | $9,009+586.8% | $11,404+442.6% |