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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 | $593,989 | $160,028+271.2% | $147,080+303.9% | $145,884+307.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.22% | 98.60%-86.4pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $8,270 | $5,286+56.5% | $4,933+67.6% | $4,662+77.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18,665 | $15,030+24.2% | $12,989+43.7% | $13,392+39.4% |