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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 | $572,175 | $115,810+394.1% | $101,271+465.0% | $158,966+259.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.42% | 56.15%-51.7pp | 46.48%-42.1pp | 302.95%-298.5pp |
| Employer contribution / active EE | $5,187 | $4,175+24.2% | $3,660+41.7% | $4,762+8.9% |
| Participant deferral / active EE | $9,860 | $4,958+98.9% | $4,371+125.6% | $5,983+64.8% |
| Admin fee / account holder | $32,333 | $7,248+346.1% | $5,948+443.6% | $11,250+187.4% |