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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 | $281,331 | $157,276+78.9% | $141,177+99.3% | $152,885+84.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | -2.20% | 64.33%-66.5pp | 71.40%-73.6pp | 345.39%-347.6pp |
| Employer contribution / active EE | $8,636 | $5,262+64.1% | $4,736+82.4% | $4,763+81.3% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $142,551 | $12,123+1075.9% | $10,263+1289.0% | $11,598+1129.1% |