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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 | $1,078,961 | $76,551+1309.5% | $123,894+770.9% | $62,881+1615.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 25.71% | 18.68%+7.0pp | 47.52%-21.8pp | 20.14%+5.6pp |
| Employer contribution / active EE | $13,019 | $2,882+351.7% | $4,617+182.0% | $2,281+470.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $107,210 | $4,826+2121.6% | $8,357+1182.8% | $4,296+2395.7% |