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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 | $781,564 | $201,264+288.3% | $184,185+324.3% | $145,978+435.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.32% | 29.00%-21.7pp | 28.81%-21.5pp | 550.52%-543.2pp |
| Employer contribution / active EE | $50,000 | $7,021+612.2% | $6,426+678.1% | $4,662+972.5% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $35,644 | $16,376+117.7% | $13,909+156.3% | $13,400+166.0% |