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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 | $874,548 | $178,174+390.8% | $156,181+460.0% | $137,256+537.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | -4.84% | 84.19%-89.0pp | 64.87%-69.7pp | 220.34%-225.2pp |
| Employer contribution / active EE | $50,000 | $4,972+905.7% | $4,294+1064.5% | $4,156+1103.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $87,998 | $17,404+405.6% | $14,586+503.3% | $12,270+617.2% |