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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 | $871,669 | $228,395+281.6% | $185,861+369.0% | $158,982+448.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.25% | 40.82%-38.6pp | 35.96%-33.7pp | 302.99%-300.7pp |
| Employer contribution / active EE | $23,831 | $4,968+379.7% | $4,088+483.0% | $4,763+400.4% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $63,324 | $11,869+433.5% | $9,503+566.3% | $11,252+462.8% |