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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 | $1,322,876 | $180,459+633.1% | $154,108+758.4% | $135,380+877.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.96% | 888.21%-889.2pp | 735.21%-736.2pp | 519.81%-520.8pp |
| Employer contribution / active EE | $40,000 | $6,035+562.8% | $5,298+655.1% | $4,779+737.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $34,963 | $16,145+116.6% | $13,411+160.7% | $10,828+222.9% |