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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 | $582,168 | $81,358+615.6% | $155,556+274.2% | $80,959+619.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.90% | 33.39%-18.5pp | 64.84%-49.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $40,644 | $3,106+1208.4% | $4,675+769.3% | $2,757+1374.1% |
| Participant deferral / active EE | $22,240 | $3,455+543.6% | $5,631+295.0% | $4,300+417.2% |
| Admin fee / account holder | $38,685 | $7,994+383.9% | $15,885+143.5% | $6,925+458.6% |