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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 | $470,691 | $104,694+349.6% | $85,709+449.2% | $167,536+180.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | -6.25% | 21.45%-27.7pp | 21.49%-27.7pp | 478.82%-485.1pp |
| Employer contribution / active EE | $10,000 | $3,337+199.6% | $2,619+281.9% | $4,839+106.7% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,919 | $10,035-60.9% | $6,876-43.0% | $12,315-68.2% |