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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 | $597,354 | $150,435+297.1% | $120,580+395.4% | $145,897+309.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 7.62% | 154.60%-147.0pp | 107.48%-99.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $2,400 | $4,352-44.9% | $3,469-30.8% | $4,663-48.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $23,306 | $12,182+91.3% | $9,418+147.5% | $13,390+74.1% |