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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 | $1,000,708 | $135,956+636.1% | $123,894+707.7% | $273,972+265.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.70% | 56.63%-42.9pp | 47.52%-33.8pp | 41.46%-27.8pp |
| Employer contribution / active EE | $26,500 | $5,170+412.6% | $4,617+474.0% | $4,869+444.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $31,567 | $9,817+221.5% | $8,357+277.7% | $10,133+211.5% |