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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 | $209,405+46.1% | $178,486+71.4% | $158,931+92.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.41% | 188.77%-176.4pp | 151.08%-138.7pp | 302.86%-290.4pp |
| Employer contribution / active EE | $8,428 | $5,707+47.7% | $5,011+68.2% | $4,761+77.0% |
| Participant deferral / active EE | $6,670 | $5,954+12.0% | $5,202+28.2% | $5,982+11.5% |
| Admin fee / account holder | $13,097 | $17,076-23.3% | $13,985-6.3% | $11,247+16.5% |