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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 | $334,900 | $67,823+393.8% | $52,425+538.8% | $137,256+144.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 8.89% | 219.11%-210.2pp | 302.12%-293.2pp | 220.34%-211.4pp |
| Employer contribution / active EE | $10,987 | $1,163+844.7% | $914+1101.8% | $4,156+164.4% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,408 | $2,844+195.6% | $2,495+237.0% | $12,270-31.5% |