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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 | $174,018+92.5% | $136,833+144.8% | $198,609+68.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 8.89% | 35.16%-26.3pp | 35.32%-26.4pp | 202.70%-193.8pp |
| Employer contribution / active EE | $10,987 | $1,571+599.3% | $1,319+733.3% | $5,055+117.3% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,408 | $5,434+54.7% | $4,706+78.7% | $19,030-55.8% |