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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 | $568,303 | $157,304+261.3% | $141,197+302.5% | $152,909+271.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.42% | 64.34%-41.9pp | 71.41%-49.0pp | 345.46%-323.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,400 | $7,111-24.1% | $6,710-19.5% | $5,851-7.7% |
| Admin fee / account holder | $15,303 | $12,126+26.2% | $10,265+49.1% | $11,601+31.9% |