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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 | $491,332 | $148,623+230.6% | $135,974+261.3% | $139,466+252.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.03% | 79.30%-64.3pp | 68.30%-53.3pp | 373.66%-358.6pp |
| Employer contribution / active EE | $20,704 | $5,246+294.6% | $4,859+326.1% | $4,754+335.5% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $14,942 | $12,406+20.4% | $10,767+38.8% | $11,409+31.0% |