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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 | $713,426 | $211,288+237.7% | $178,540+299.6% | $145,884+389.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.69% | 30.27%-23.6pp | 27.15%-20.5pp | 551.85%-545.2pp |
| Employer contribution / active EE | $1,500 | $4,574-67.2% | $3,953-62.1% | $4,662-67.8% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18,715 | $12,105+54.6% | $10,424+79.5% | $13,392+39.8% |