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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 | $531,715 | $165,361+221.5% | $149,715+255.2% | $158,950+234.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.57% | 348.24%-344.7pp | 276.66%-273.1pp | 302.91%-299.3pp |
| Employer contribution / active EE | $12,015 | $5,103+135.4% | $4,645+158.7% | $4,762+152.3% |
| Participant deferral / active EE | $15,850 | $7,182+120.7% | $6,842+131.7% | $5,983+164.9% |
| Admin fee / account holder | $45,968 | $10,808+325.3% | $9,310+393.8% | $11,248+308.7% |