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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 | $304,414 | $157,296+93.5% | $141,191+115.6% | $152,897+99.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.73% | 64.34%-58.6pp | 71.41%-65.7pp | 345.43%-339.7pp |
| Employer contribution / active EE | $4,944 | $5,262-6.0% | $4,736+4.4% | $4,764+3.8% |
| Participant deferral / active EE | $7,889 | $7,111+10.9% | $6,710+17.6% | $5,851+34.8% |
| Admin fee / account holder | $25,852 | $12,125+113.2% | $10,264+151.9% | $11,599+122.9% |