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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 | $483,573 | $157,296+207.4% | $141,191+242.5% | $152,897+216.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.61% | 64.34%-56.7pp | 71.41%-63.8pp | 345.43%-337.8pp |
| Employer contribution / active EE | $18,480 | $5,262+251.2% | $4,736+290.2% | $4,764+287.9% |
| Participant deferral / active EE | $8,800 | $7,111+23.8% | $6,710+31.1% | $5,851+50.4% |
| Admin fee / account holder | $5,190 | $12,125-57.2% | $10,264-49.4% | $11,599-55.3% |