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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 | $1,684,603 | $183,516+818.0% | $155,534+983.1% | $145,884+1054.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.18% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $46,000 | $5,315+765.5% | $4,675+884.0% | $4,662+886.6% |
| Participant deferral / active EE | $26,750 | $6,467+313.7% | $5,630+375.1% | $6,690+299.9% |
| Admin fee / account holder | $69,374 | $19,293+259.6% | $15,900+336.3% | $13,392+418.0% |