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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 | $115,931+210.1% | $185,441+93.9% | $86,983+313.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 13.35% | 21.47%-8.1pp | 20.16%-6.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $19,560 | $2,937+566.0% | $4,672+318.6% | $2,584+656.8% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $35,582 | $10,687+233.0% | $17,890+98.9% | $7,856+352.9% |