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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 | $273,101 | $148,623+83.8% | $135,974+100.8% | $139,466+95.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.19% | 79.30%-75.1pp | 68.30%-64.1pp | 373.66%-369.5pp |
| Employer contribution / active EE | $20,521 | $5,246+291.1% | $4,859+322.3% | $4,754+331.7% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $26,546 | $12,406+114.0% | $10,767+146.6% | $11,409+132.7% |