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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 | $3,070,447 | $135,645+2163.6% | $110,243+2685.2% | $135,380+2168.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.65% | 513.24%-505.6pp | 314.76%-307.1pp | 519.81%-512.2pp |
| Employer contribution / active EE | $5,000 | $4,907+1.9% | $3,827+30.7% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $244,850 | $11,458+2036.9% | $8,548+2764.5% | $10,828+2161.2% |