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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 | $377,756 | $144,130+162.1% | $117,861+220.5% | $147,586+156.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.63% | 531.20%-513.6pp | 335.11%-317.5pp | 578.59%-561.0pp |
| Employer contribution / active EE | $16,346 | $4,897+233.8% | $3,786+331.7% | $4,876+235.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $38,130 | $10,887+250.2% | $8,021+375.4% | $10,886+250.3% |