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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 | $570,493 | $131,835+332.7% | $108,582+425.4% | $273,972+108.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.32% | -91.57%+97.9pp | -51.70%+58.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $28,392 | $4,913+477.9% | $3,758+655.4% | $4,869+483.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $70,270 | $10,253+585.4% | $7,645+819.1% | $10,133+593.5% |