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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 | $312,137 | $180,462+73.0% | $154,111+102.5% | $135,379+130.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.79% | 888.17%-901.0pp | 735.18%-748.0pp | 519.79%-532.6pp |
| Employer contribution / active EE | $2,501 | $6,036-58.6% | $5,298-52.8% | $4,779-47.7% |
| Participant deferral / active EE | $12,765 | $5,806+119.8% | $5,081+151.2% | $5,609+127.6% |
| Admin fee / account holder | $3,646 | $16,145-77.4% | $13,411-72.8% | $10,828-66.3% |