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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 | $449,006 | $159,934+180.7% | $147,005+205.4% | $145,959+207.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.16% | 98.24%-83.1pp | 418.76%-403.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $5,310 | $5,287+0.4% | $4,934+7.6% | $4,661+13.9% |
| Participant deferral / active EE | $23,913 | $8,427+183.8% | $8,070+196.3% | $6,689+257.5% |
| Admin fee / account holder | $2,068 | $15,053-86.3% | $13,006-84.1% | $13,398-84.6% |