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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 | $485,145 | $72,071+573.1% | $68,368+609.6% | $137,256+253.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.19% | 353.14%-345.9pp | 292.57%-285.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $6,250 | $2,788+124.2% | $2,649+135.9% | $4,156+50.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $29,915 | $5,336+460.7% | $5,150+480.9% | $12,270+143.8% |