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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 | $868,979 | $172,111+404.9% | $150,298+478.2% | $137,256+533.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 2.85% | 69.37%-66.5pp | 62.79%-59.9pp | 220.34%-217.5pp |
| Employer contribution / active EE | $4,116 | $4,636-11.2% | $4,154-0.9% | $4,156-1.0% |
| Participant deferral / active EE | $7,945 | $6,166+28.9% | $5,453+45.7% | $6,407+24.0% |
| Admin fee / account holder | $14,299 | $16,471-13.2% | $14,116+1.3% | $12,270+16.5% |