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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 | $254,570 | $201,344+26.4% | $184,243+38.2% | $145,877+74.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.37% | 29.01%-23.6pp | 28.82%-23.4pp | 551.28%-545.9pp |
| Employer contribution / active EE | $10,400 | $7,022+48.1% | $6,427+61.8% | $4,663+123.0% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $18,014 | $16,382+10.0% | $13,914+29.5% | $13,402+34.4% |