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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 | $354,055 | $145,431+143.5% | $211,142+67.7% | $87,485+304.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 8.53% | 27.21%-18.7pp | 46.84%-38.3pp | 26.06%-17.5pp |
| Employer contribution / active EE | $10,811 | $4,662+131.9% | $6,442+67.8% | $2,596+316.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $30,304 | $17,052+77.7% | $19,076+58.9% | $7,775+289.8% |