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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 | $353,726 | $155,555+127.4% | $146,866+140.9% | $155,188+127.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 2.77% | 115.41%-112.6pp | 102.85%-100.1pp | 148.84%-146.1pp |
| Employer contribution / active EE | $4,877 | $4,647+5.0% | $4,425+10.2% | $4,248+14.8% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $22,612 | $14,755+53.2% | $13,620+66.0% | $14,480+56.2% |