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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 | $3,050,452 | $152,619+1898.7% | $125,195+2336.6% | $152,909+1894.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.84% | 54.85%-42.0pp | 43.79%-31.0pp | 345.46%-332.6pp |
| Employer contribution / active EE | $7,500 | $4,947+51.6% | $3,866+94.0% | $4,764+57.4% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $445,145 | $13,437+3212.7% | $9,704+4487.2% | $11,601+3737.2% |