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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 | $556,498 | $217,432+155.9% | $185,851+199.4% | $167,553+232.1% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 5.82% | 148.43%-142.6pp | 122.11%-116.3pp | 478.89%-473.1pp |
| Employer contribution / active EE | $11,814 | $5,874+101.1% | $5,168+128.6% | $4,840+144.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,644 | $19,820-91.7% | $16,245-89.9% | $12,316-86.7% |