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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 | $359,498 | $108,825+230.3% | $156,181+130.2% | $82,448+336.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.35% | 20.59%-7.2pp | 64.87%-51.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $19,560 | $2,870+581.6% | $4,294+355.5% | $2,551+666.8% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $35,582 | $9,341+280.9% | $14,586+143.9% | $7,234+391.8% |