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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 | $391,741 | $51,638+658.6% | $68,368+473.0% | $82,448+375.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.51% | 37.53%-25.0pp | 292.57%-280.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $13,444 | $2,047+556.9% | $2,649+407.5% | $2,551+427.0% |
| Participant deferral / active EE | $14,277 | $2,914+390.0% | $4,123+246.3% | $4,139+244.9% |
| Admin fee / account holder | $35,189 | $4,643+657.8% | $5,150+583.3% | $7,234+386.4% |