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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 | $839,575 | $227,633+268.8% | $189,597+342.8% | $167,553+401.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.74% | 78.45%-77.7pp | 64.20%-63.5pp | 478.89%-478.2pp |
| Employer contribution / active EE | $26,022 | $5,317+389.4% | $4,412+489.8% | $4,840+437.7% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $15,000 | $11,879+26.3% | $9,807+53.0% | $12,316+21.8% |