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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 | $629,929 | $91,037+592.0% | $71,671+778.9% | $147,586+326.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 1.28% | 20.48%-19.2pp | 20.65%-19.4pp | 578.59%-577.3pp |
| Employer contribution / active EE | $10,000 | $3,327+200.5% | $2,460+306.5% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $57,103 | $8,613+563.0% | $5,558+927.3% | $10,886+424.6% |