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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 | $287,563 | $150,447+91.1% | $136,298+111.0% | $147,586+94.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.24% | 1049.15%-1041.9pp | 5156.27%-5149.0pp | 578.59%-571.4pp |
| Employer contribution / active EE | $20,103 | $5,256+282.5% | $4,696+328.1% | $4,876+312.3% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $9,519 | $10,906-12.7% | $9,244+3.0% | $10,886-12.6% |