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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 | $714,518 | $148,582+380.9% | $135,942+425.6% | $139,456+412.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.51% | 79.26%-58.7pp | 68.28%-47.8pp | 373.45%-352.9pp |
| Employer contribution / active EE | $15,785 | $5,245+201.0% | $4,858+224.9% | $4,753+232.1% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $33,445 | $12,402+169.7% | $10,764+210.7% | $11,407+193.2% |