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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $630,591 | $77,638+712.2% | $156,551+302.8% | $62,881+902.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.59% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $37,704 | $3,444+994.8% | $5,501+585.4% | $2,281+1553.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $33,871 | $5,561+509.0% | $13,028+160.0% | $4,296+688.5% |