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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 | $3,320,814 | $209,336+1486.4% | $197,124+1584.6% | $137,256+2319.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.84% | 48.09%-39.2pp | 44.34%-35.5pp | 220.34%-211.5pp |
| Employer contribution / active EE | $8,095 | $6,591+22.8% | $6,227+30.0% | $4,156+94.8% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $162,863 | $17,308+841.0% | $16,298+899.3% | $12,270+1227.3% |