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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 | $796,352 | $176,688+350.7% | $130,660+509.5% | $152,885+420.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 3.24% | 2693.08%-2689.8pp | 1709.29%-1706.1pp | 345.39%-342.2pp |
| Employer contribution / active EE | $28,000 | $5,743+387.5% | $4,092+584.2% | $4,763+487.9% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,894 | $7,131+38.8% | $5,463+81.1% | $11,598-14.7% |