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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 | $111,535+4521.3% | $105,223+4798.5% | $137,256+3655.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.43% | 237.85%-230.4pp | 180.65%-173.2pp | 220.34%-212.9pp |
| Employer contribution / active EE | $63,756 | $3,939+1518.4% | $3,689+1628.5% | $4,156+1434.1% |
| Participant deferral / active EE | $31,000 | $5,500+463.6% | $5,072+511.2% | $6,407+383.9% |
| Admin fee / account holder | $96,303 | $9,721+890.6% | $8,859+987.1% | $12,270+684.9% |