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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 | $405,143 | $154,228+162.7% | $145,433+178.6% | $137,256+195.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.51% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $28,435 | $4,804+491.9% | $4,554+524.3% | $4,156+584.2% |
| Participant deferral / active EE | $38,649 | $8,216+370.4% | $7,897+389.4% | $6,407+503.2% |
| Admin fee / account holder | $124,219 | $14,344+766.0% | $13,129+846.1% | $12,270+912.4% |