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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 | $283,464 | $160,040+77.1% | $147,096+92.7% | $145,877+94.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.18% | 98.49%-98.3pp | 419.75%-419.6pp | 551.28%-551.1pp |
| Employer contribution / active EE | $4,491 | $5,289-15.1% | $4,936-9.0% | $4,663-3.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $14,500 | $15,050-3.7% | $13,005+11.5% | $13,402+8.2% |