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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 | $745,701 | $202,463+268.3% | $169,397+340.2% | $139,487+434.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 6.28% | 532.64%-526.4pp | 406.23%-399.9pp | 373.84%-367.6pp |
| Employer contribution / active EE | $43,500 | $4,694+826.7% | $4,013+984.0% | $4,755+814.9% |
| Participant deferral / active EE | $30,000 | $6,941+332.2% | $6,223+382.1% | $6,713+346.9% |
| Admin fee / account holder | $26,996 | $10,726+151.7% | $9,017+199.4% | $11,407+136.7% |