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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 | $936,164 | $211,224+343.2% | $178,505+424.4% | $145,897+541.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.85% | 30.28%-15.4pp | 27.16%-12.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,000 | $6,966+230.2% | $6,280+266.2% | $6,689+243.8% |
| Admin fee / account holder | $200,807 | $12,109+1558.3% | $10,428+1825.7% | $13,390+1399.6% |