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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 | $4,839,108 | $226,105+2040.2% | $182,540+2551.0% | $152,897+3064.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.42% | 192.58%-178.2pp | 148.58%-134.2pp | 345.43%-331.0pp |
| Employer contribution / active EE | $39,793 | $4,978+699.3% | $4,076+876.4% | $4,764+735.4% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $269,317 | $10,706+2415.6% | $8,593+3034.1% | $11,599+2221.8% |