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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 | $454,922 | $101,618+347.7% | $93,063+388.8% | $137,256+231.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 6.18% | 223.95%-217.8pp | 34.15%-28.0pp | 220.34%-214.2pp |
| Employer contribution / active EE | $709 | $2,707-73.8% | $2,476-71.4% | $4,156-82.9% |
| Participant deferral / active EE | $5,323 | $4,279+24.4% | $3,958+34.5% | $6,407-16.9% |
| Admin fee / account holder | $4,036 | $6,198-34.9% | $6,033-33.1% | $12,270-67.1% |