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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 | $493,963 | $135,956+263.3% | $123,894+298.7% | $273,972+80.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -10.60% | 56.63%-67.2pp | 47.52%-58.1pp | 41.46%-52.1pp |
| Employer contribution / active EE | $8,333 | $5,170+61.2% | $4,617+80.5% | $4,869+71.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $34,097 | $9,817+247.3% | $8,357+308.0% | $10,133+236.5% |