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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 | $647,824 | $144,130+349.5% | $117,861+449.6% | $147,586+338.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.04% | 531.20%-523.2pp | 335.11%-327.1pp | 578.59%-570.6pp |
| Employer contribution / active EE | $61,072 | $4,897+1147.2% | $3,786+1513.0% | $4,876+1152.4% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $75,421 | $10,887+592.8% | $8,021+840.3% | $10,886+592.8% |