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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 | $801,489 | $133,998+498.1% | $112,263+613.9% | $134,545+495.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.87% | 47.17%-69.0pp | 27.49%-49.4pp | 418.37%-440.2pp |
| Employer contribution / active EE | $38,500 | $4,040+852.9% | $3,636+958.8% | $4,742+712.0% |
| Participant deferral / active EE | $23,833 | $5,292+350.3% | $4,729+403.9% | $6,401+272.3% |
| Admin fee / account holder | $29,505 | $7,493+293.8% | $6,410+360.3% | $11,431+158.1% |