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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 | $634,828 | $106,923+493.7% | $84,023+655.5% | $152,909+315.2% |
| Participation rate | 80.0% | 75.3%+4.7pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 3.14% | 105.02%-101.9pp | 71.32%-68.2pp | 345.46%-342.3pp |
| Employer contribution / active EE | $12,646 | $2,735+362.3% | $1,984+537.4% | $4,764+165.5% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $34,237 | $8,289+313.1% | $6,102+461.1% | $11,601+195.1% |