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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 | $591,761 | $155,840+279.7% | $124,694+374.6% | $167,553+253.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 3.89% | 17.98%-14.1pp | 5144.82%-5140.9pp | 478.89%-475.0pp |
| Employer contribution / active EE | $4,700 | $4,165+12.8% | $3,325+41.4% | $4,840-2.9% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $83,773 | $9,536+778.5% | $7,495+1017.7% | $12,316+580.2% |