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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 | $454,057 | $211,946+114.2% | $169,452+168.0% | $135,380+235.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.39% | 3.26%-4.7pp | 1.83%-3.2pp | 519.81%-521.2pp |
| Employer contribution / active EE | $3,237 | $5,117-36.7% | $4,157-22.1% | $4,779-32.3% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $22,119 | $11,472+92.8% | $9,110+142.8% | $10,828+104.3% |