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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 | $363,697 | $183,539+98.2% | $155,556+133.8% | $145,897+149.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.79% | 61.31%-55.5pp | 64.84%-59.0pp | 552.29%-546.5pp |
| Employer contribution / active EE | $2,482 | $5,315-53.3% | $4,675-46.9% | $4,663-46.8% |
| Participant deferral / active EE | $5,832 | $6,467-9.8% | $5,631+3.6% | $6,689-12.8% |
| Admin fee / account holder | $3,586 | $19,275-81.4% | $15,885-77.4% | $13,390-73.2% |