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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 | $3,912,272 | $176,794+2112.9% | $146,647+2567.8% | $167,553+2234.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 27.41% | 24.04%+3.4pp | 22.75%+4.7pp | 478.89%-451.5pp |
| Employer contribution / active EE | $8,115 | $5,161+57.2% | $4,137+96.2% | $4,840+67.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $534,272 | $13,262+3928.5% | $10,281+5096.9% | $12,316+4237.9% |