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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 | $154,228+74.6% | $145,433+85.2% | $137,256+96.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.22% | 74.59%-70.4pp | 66.58%-62.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $7,734 | $4,804+61.0% | $4,554+69.8% | $4,156+86.1% |
| Participant deferral / active EE | $11,967 | $8,216+45.7% | $7,897+51.5% | $6,407+86.8% |
| Admin fee / account holder | $616,329 | $14,344+4196.9% | $13,129+4594.4% | $12,270+4923.0% |