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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 | $521,654 | $96,524+440.4% | $75,900+587.3% | $152,909+241.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | -4.10% | 33.93%-38.0pp | 30.73%-34.8pp | 345.46%-349.6pp |
| Employer contribution / active EE | $10,000 | $3,311+202.1% | $2,501+299.8% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $36,738 | $8,082+354.6% | $5,421+577.7% | $11,601+216.7% |