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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 | $271,133 | $89,367+203.4% | $141,191+92.0% | $72,975+271.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.59% | 111.87%-93.3pp | 71.41%-52.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $2,074 | $3,115-33.4% | $4,736-56.2% | $2,440-15.0% |
| Participant deferral / active EE | $3,917 | $5,419-27.7% | $6,710-41.6% | $3,608+8.6% |
| Admin fee / account holder | $12,302 | $5,957+106.5% | $10,264+19.9% | $5,124+140.1% |