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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 | $2,472,121 | $185,883+1229.9% | $170,043+1353.8% | $139,466+1672.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -2.44% | 60.54%-63.0pp | 53.40%-55.8pp | 373.66%-376.1pp |
| Employer contribution / active EE | $6,508 | $7,596-14.3% | $6,790-4.2% | $4,754+36.9% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $72,230 | $15,393+369.2% | $12,824+463.2% | $11,409+533.1% |