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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 | $924,119 | $154,193+499.3% | $130,045+610.6% | $139,466+562.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -2.26% | 32.51%-34.8pp | -137.30%+135.0pp | 373.66%-375.9pp |
| Employer contribution / active EE | $8,520 | $5,292+61.0% | $4,321+97.2% | $4,754+79.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $124,260 | $13,989+788.3% | $10,600+1072.2% | $11,409+989.2% |