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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 | $494,759 | $232,540+112.8% | $185,117+167.3% | $147,586+235.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.00% | 43.03%-22.0pp | 40.50%-19.5pp | 578.59%-557.6pp |
| Employer contribution / active EE | $12,000 | $5,195+131.0% | $4,182+187.0% | $4,876+146.1% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,333 | $10,275-18.9% | $8,159+2.1% | $10,886-23.4% |