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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 | $882,987 | $106,864+726.3% | $147,318+499.4% | $82,637+968.5% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.1%+15.9pp | 68.1%+29.9pp |
| Annual return | 12.37% | 27.49%-15.1pp | 70.43%-58.1pp | 53.51%-41.1pp |
| Employer contribution / active EE | $5,730 | $3,417+67.7% | $4,593+24.8% | $2,552+124.5% |
| Participant deferral / active EE | $12,783 | $6,496+96.8% | $7,906+61.7% | $4,126+209.8% |
| Admin fee / account holder | $75,168 | $8,415+793.3% | $13,708+448.4% | $7,339+924.3% |