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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 | $900,437 | $226,135+298.2% | $182,558+393.2% | $152,909+488.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.36% | 192.60%-188.2pp | 148.59%-144.2pp | 345.46%-341.1pp |
| Employer contribution / active EE | $20,750 | $4,979+316.7% | $4,076+409.1% | $4,764+335.6% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $57,782 | $10,707+439.7% | $8,594+572.3% | $11,601+398.1% |