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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 | $114,712+213.4% | $173,730+106.9% | $87,485+310.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 13.35% | 20.18%-6.8pp | 19.96%-6.6pp | 26.06%-12.7pp |
| Employer contribution / active EE | $19,560 | $2,904+573.5% | $4,577+327.3% | $2,596+653.4% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $35,582 | $10,210+248.5% | $17,523+103.1% | $7,775+357.7% |