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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 | $1,942,183 | $171,867+1030.1% | $149,721+1197.2% | $147,586+1216.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.96% | 2113.36%-2090.4pp | 1501.67%-1478.7pp | 578.59%-555.6pp |
| Employer contribution / active EE | $40,631 | $6,275+547.6% | $5,444+646.3% | $4,876+733.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $64,632 | $13,799+368.4% | $11,282+472.9% | $10,886+493.7% |