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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 | $82,674+1606.9% | $125,363+1025.7% | $68,495+1960.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 34.47% | -5.97%+40.4pp | 572.15%-537.7pp | -7.84%+42.3pp |
| Employer contribution / active EE | $16,899 | $3,382+399.7% | $4,815+251.0% | $2,596+550.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $126,088 | $6,276+1908.9% | $10,005+1160.2% | $5,403+2233.5% |