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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 | $305,913 | $209,422+46.1% | $178,503+71.4% | $158,982+92.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.41% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $8,428 | $5,707+47.7% | $5,011+68.2% | $4,763+77.0% |
| Participant deferral / active EE | $6,670 | $5,955+12.0% | $5,202+28.2% | $5,983+11.5% |
| Admin fee / account holder | $13,097 | $17,079-23.3% | $13,987-6.4% | $11,252+16.4% |