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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 | $255,339 | $185,312+37.8% | $161,489+58.1% | $154,746+65.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.24% | 103.84%-91.6pp | 89.72%-77.5pp | 172.34%-160.1pp |
| Employer contribution / active EE | $9,841 | $4,769+106.3% | $4,268+130.6% | $4,379+124.7% |
| Participant deferral / active EE | $10,777 | $6,350+69.7% | $5,630+91.4% | $6,730+60.1% |
| Admin fee / account holder | $2,182 | $18,654-88.3% | $16,006-86.4% | $14,365-84.8% |