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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 | $166,242+446.2% | $165,071+450.1% | $145,884+522.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.15% | 100.44%-93.3pp | 70.17%-63.0pp | 551.85%-544.7pp |
| Employer contribution / active EE | $11,322 | $5,283+114.3% | $4,347+160.4% | $4,662+142.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $85,358 | $16,658+412.4% | $12,695+572.4% | $13,392+537.4% |