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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 | $150,412+297.1% | $120,574+395.4% | $145,884+309.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.62% | 154.50%-146.9pp | 107.42%-99.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $2,400 | $4,355-44.9% | $3,471-30.8% | $4,662-48.5% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $23,306 | $12,224+90.7% | $9,445+146.8% | $13,392+74.0% |