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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 | $877,376 | $168,626+420.3% | $133,698+556.2% | $145,897+501.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 17.19% | 1168.99%-1151.8pp | 580.90%-563.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $25,000 | $5,290+372.6% | $4,218+492.8% | $4,663+436.2% |
| Participant deferral / active EE | $0 | $8,688-100.0% | $7,016-100.0% | $6,689-100.0% |
| Admin fee / account holder | $26,667 | $9,638+176.7% | $6,703+297.8% | $13,390+99.1% |