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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 | $330,686 | $217,432+52.1% | $185,851+77.9% | $167,553+97.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.31% | 148.43%-143.1pp | 122.11%-116.8pp | 478.89%-473.6pp |
| Employer contribution / active EE | $3,419 | $5,874-41.8% | $5,168-33.8% | $4,840-29.4% |
| Participant deferral / active EE | $5,832 | $6,357-8.3% | $5,569+4.7% | $6,343-8.1% |
| Admin fee / account holder | $3,698 | $19,820-81.3% | $16,245-77.2% | $12,316-70.0% |