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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 | $125,778+261.7% | $114,563+297.1% | $154,746+194.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 6.18% | 295.14%-289.0pp | 241.09%-234.9pp | 172.34%-166.2pp |
| Employer contribution / active EE | $709 | $2,806-74.7% | $2,592-72.6% | $4,379-83.8% |
| Participant deferral / active EE | $5,323 | $4,445+19.8% | $4,142+28.5% | $6,730-20.9% |
| Admin fee / account holder | $4,036 | $8,190-50.7% | $7,623-47.1% | $14,365-71.9% |