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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 | $900,165 | $208,088+332.6% | $186,193+383.5% | $154,746+481.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 7.79% | 89.97%-82.2pp | 78.03%-70.2pp | 172.34%-164.5pp |
| Employer contribution / active EE | $46,500 | $4,340+971.5% | $3,918+1086.8% | $4,379+961.9% |
| Participant deferral / active EE | $31,000 | $7,078+338.0% | $6,513+376.0% | $6,730+360.6% |
| Admin fee / account holder | $25,873 | $11,698+121.2% | $11,058+134.0% | $14,365+80.1% |