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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 | $1,411,190 | $82,678+1606.8% | $125,391+1025.4% | $68,490+1960.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 34.47% | -5.97%+40.4pp | 572.41%-537.9pp | -7.85%+42.3pp |
| Employer contribution / active EE | $16,899 | $3,382+399.6% | $4,816+250.9% | $2,597+550.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $126,088 | $6,277+1908.6% | $10,009+1159.8% | $5,403+2233.7% |