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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 | $1,116,367 | $138,114+708.3% | $125,391+790.3% | $134,545+729.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.06% | 750.88%-771.9pp | 572.41%-593.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $13,421 | $5,246+155.8% | $4,816+178.7% | $4,742+183.1% |
| Participant deferral / active EE | $16,919 | $7,801+116.9% | $7,448+127.2% | $6,401+164.3% |
| Admin fee / account holder | $74,896 | $11,570+547.3% | $10,009+648.3% | $11,431+555.2% |