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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 | $575,247 | $141,001+308.0% | $112,228+412.6% | $139,487+312.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.96% | 32.75%-27.8pp | 30.23%-25.3pp | 373.84%-368.9pp |
| Employer contribution / active EE | $5,200 | $4,285+21.4% | $3,432+51.5% | $4,755+9.4% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $23,253 | $9,959+133.5% | $7,752+200.0% | $11,407+103.8% |