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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 | $156,398+72.2% | $147,318+82.8% | $138,895+93.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.22% | 78.75%-74.5pp | 70.43%-66.2pp | 145.39%-141.2pp |
| Employer contribution / active EE | $7,734 | $4,853+59.3% | $4,593+68.4% | $4,194+84.4% |
| Participant deferral / active EE | $11,967 | $8,237+45.3% | $7,906+51.4% | $6,396+87.1% |
| Admin fee / account holder | $616,329 | $14,976+4015.5% | $13,708+4396.3% | $12,562+4806.2% |