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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 | $1,219,484 | $180,749+574.7% | $160,784+658.5% | $137,256+788.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 2.50% | 2234.46%-2232.0pp | 1803.92%-1801.4pp | 220.34%-217.8pp |
| Employer contribution / active EE | $8,125 | $4,155+95.5% | $3,733+117.7% | $4,156+95.5% |
| Participant deferral / active EE | $15,000 | $6,844+119.2% | $6,293+138.4% | $6,407+134.1% |
| Admin fee / account holder | $77,654 | $10,397+646.9% | $9,717+699.2% | $12,270+532.9% |