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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 | $908,094 | $166,268+446.2% | $165,100+450.0% | $145,897+522.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.15% | 100.52%-93.4pp | 70.21%-63.1pp | 552.29%-545.1pp |
| Employer contribution / active EE | $11,322 | $5,284+114.3% | $4,348+160.4% | $4,663+142.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $85,358 | $16,659+412.4% | $12,696+572.3% | $13,390+537.5% |