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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 | $561,710 | $162,967+244.7% | $135,792+313.7% | $138,895+304.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 4.47% | 30.08%-25.6pp | 25.96%-21.5pp | 145.39%-140.9pp |
| Employer contribution / active EE | $14,382 | $4,211+241.5% | $3,496+311.4% | $4,194+242.9% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $71,923 | $15,306+369.9% | $12,266+486.4% | $12,562+472.5% |