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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 | $370,566 | $125,797+194.6% | $170,057+117.9% | $75,177+392.9% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 13.08% | 27.20%-14.1pp | 53.42%-40.3pp | 160.75%-147.7pp |
| Employer contribution / active EE | $12,500 | $4,616+170.8% | $6,790+84.1% | $2,671+368.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $37,644 | $8,177+360.4% | $12,826+193.5% | $5,651+566.1% |