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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 | $401,842 | $102,547+291.9% | $78,210+413.8% | $147,586+172.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 6.24% | 51.08%-44.8pp | 40.90%-34.7pp | 578.59%-572.4pp |
| Employer contribution / active EE | $3,870 | $2,617+47.9% | $2,034+90.3% | $4,876-20.6% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,020 | $5,059-79.8% | $3,758-72.9% | $10,886-90.6% |