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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 | $653,014 | $112,121+482.4% | $95,960+580.5% | $158,966+310.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.32% | 171.16%-170.8pp | 91.63%-91.3pp | 302.95%-302.6pp |
| Employer contribution / active EE | $17,358 | $3,199+442.6% | $2,541+583.0% | $4,762+264.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $66,097 | $10,135+552.2% | $6,797+872.4% | $11,250+487.5% |