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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 | $330,168 | $84,685+289.9% | $73,836+347.2% | $125,389+163.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.22% | 3123.80%-3124.0pp | 2268.06%-2268.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,600 | $3,123+47.3% | $2,787+65.0% | $4,866-5.5% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,256 | $5,694-77.9% | $4,882-74.3% | $9,541-86.8% |