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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 | $3,462,558 | $162,781+2027.1% | $133,956+2484.9% | $158,931+2078.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.37% | 41.94%-28.6pp | 45.09%-31.7pp | 302.86%-289.5pp |
| Employer contribution / active EE | $8,750 | $4,975+75.9% | $3,919+123.3% | $4,761+83.8% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $26,339 | $11,736+124.4% | $8,927+195.0% | $11,247+134.2% |