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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 | $287,278 | $78,694+265.1% | $67,652+324.6% | $125,389+129.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 5.01% | 9.46%-4.4pp | 6625.40%-6620.4pp | 282.24%-277.2pp |
| Employer contribution / active EE | $54,373 | $3,044+1686.4% | $2,266+2299.9% | $4,866+1017.4% |
| Participant deferral / active EE | $3,231 | $4,292-24.7% | $3,560-9.2% | $5,352-39.6% |
| Admin fee / account holder | $15,837 | $7,403+113.9% | $4,821+228.5% | $9,541+66.0% |