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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 | $143,969+145.9% | $199,883+77.1% | $82,637+328.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 8.53% | 25.67%-17.1pp | 43.81%-35.3pp | 53.51%-45.0pp |
| Employer contribution / active EE | $10,811 | $4,632+133.4% | $6,261+72.7% | $2,552+323.6% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $30,304 | $14,597+107.6% | $17,268+75.5% | $7,339+312.9% |