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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 | $273,506 | $109,359+150.1% | $162,185+68.6% | $72,976+274.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 5.67% | 25.46%-19.8pp | 115.61%-109.9pp | 81.02%-75.3pp |
| Employer contribution / active EE | $43,897 | $3,907+1023.4% | $5,613+682.0% | $2,440+1699.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $23,420 | $7,972+193.8% | $10,844+116.0% | $5,124+357.1% |