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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 | $81,233+616.7% | $155,567+274.2% | $80,874+619.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.90% | 33.33%-18.4pp | 64.74%-49.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $40,644 | $3,101+1210.8% | $4,674+769.6% | $2,756+1374.9% |
| Participant deferral / active EE | $22,240 | $3,452+544.2% | $5,628+295.2% | $4,297+417.6% |
| Admin fee / account holder | $38,685 | $7,998+383.7% | $15,916+143.0% | $6,935+457.8% |