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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 | $837,764 | $115,810+623.4% | $101,271+727.2% | $158,966+427.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.49% | 56.15%-47.7pp | 46.48%-38.0pp | 302.95%-294.5pp |
| Employer contribution / active EE | $24,690 | $4,175+491.3% | $3,660+574.6% | $4,762+418.4% |
| Participant deferral / active EE | $15,625 | $4,958+215.1% | $4,371+257.5% | $5,983+161.2% |
| Admin fee / account holder | $4,232 | $7,248-41.6% | $5,948-28.9% | $11,250-62.4% |