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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 | $5,154,393 | $129,737+3873.0% | $119,126+4226.8% | $154,746+3230.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.43% | 379.08%-371.7pp | 282.11%-274.7pp | 172.34%-164.9pp |
| Employer contribution / active EE | $63,756 | $4,375+1357.3% | $4,034+1480.6% | $4,379+1355.9% |
| Participant deferral / active EE | $31,000 | $5,842+430.7% | $5,318+482.9% | $6,730+360.6% |
| Admin fee / account holder | $96,303 | $11,961+705.2% | $10,693+800.6% | $14,365+570.4% |