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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 | $344,499 | $148,582+131.9% | $135,942+153.4% | $139,456+147.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.70% | 79.26%-72.6pp | 68.28%-61.6pp | 373.45%-366.8pp |
| Employer contribution / active EE | $20,800 | $5,245+296.6% | $4,858+328.2% | $4,753+337.7% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $19,998 | $12,402+61.2% | $10,764+85.8% | $11,407+75.3% |