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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 | $1,132,739 | $105,200+976.7% | $159,474+610.3% | $85,847+1219.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 34.51% | 45.08%-10.6pp | 263.68%-229.2pp | 318.61%-284.1pp |
| Employer contribution / active EE | $16,899 | $3,319+409.2% | $4,831+249.8% | $2,565+558.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $155,450 | $6,934+2141.7% | $10,802+1339.0% | $6,261+2383.0% |