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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 | $506,021 | $157,296+221.7% | $141,191+258.4% | $152,897+231.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.18% | 64.34%-50.2pp | 71.41%-57.2pp | 345.43%-331.3pp |
| Employer contribution / active EE | $4,166 | $5,262-20.8% | $4,736-12.0% | $4,764-12.5% |
| Participant deferral / active EE | $11,576 | $7,111+62.8% | $6,710+72.5% | $5,851+97.8% |
| Admin fee / account holder | $27,814 | $12,125+129.4% | $10,264+171.0% | $11,599+139.8% |