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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 | $316,829 | $156,398+102.6% | $147,318+115.1% | $138,895+128.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.45% | 78.75%-71.3pp | 70.43%-63.0pp | 145.39%-137.9pp |
| Employer contribution / active EE | $4,647 | $4,853-4.3% | $4,593+1.2% | $4,194+10.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $25,352 | $14,976+69.3% | $13,708+84.9% | $12,562+101.8% |