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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 | $394,871 | $185,312+113.1% | $161,489+144.5% | $154,746+155.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.78% | 103.84%-97.1pp | 89.72%-82.9pp | 172.34%-165.6pp |
| Employer contribution / active EE | $3,246 | $4,769-31.9% | $4,268-24.0% | $4,379-25.9% |
| Participant deferral / active EE | $10,333 | $6,350+62.7% | $5,630+83.5% | $6,730+53.5% |
| Admin fee / account holder | $3,681 | $18,654-80.3% | $16,006-77.0% | $14,365-74.4% |