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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 | $269,286 | $155,555+73.1% | $146,866+83.4% | $155,188+73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.22% | 115.41%-111.2pp | 102.85%-98.6pp | 148.84%-144.6pp |
| Employer contribution / active EE | $7,734 | $4,647+66.4% | $4,425+74.8% | $4,248+82.1% |
| Participant deferral / active EE | $11,967 | $8,044+48.8% | $7,759+54.2% | $6,531+83.2% |
| Admin fee / account holder | $616,329 | $14,755+4077.0% | $13,620+4425.2% | $14,480+4156.5% |