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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 | $571,055 | $175,259+225.8% | $149,723+281.4% | $139,487+309.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 8.28% | 166.82%-158.5pp | 134.50%-126.2pp | 373.84%-365.6pp |
| Employer contribution / active EE | $25,770 | $5,478+370.4% | $4,821+434.5% | $4,755+442.0% |
| Participant deferral / active EE | $17,470 | $6,522+167.9% | $5,682+207.4% | $6,713+160.3% |
| Admin fee / account holder | $7,396 | $16,158-54.2% | $13,215-44.0% | $11,407-35.2% |