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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 | $94,439+254.6% | $73,658+354.7% | $154,746+116.4% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 8.89% | 28.25%-19.4pp | 29.72%-20.8pp | 172.34%-163.4pp |
| Employer contribution / active EE | $10,987 | $1,257+773.9% | $1,032+964.3% | $4,379+150.9% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,408 | $3,843+118.8% | $3,357+150.5% | $14,365-41.5% |