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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 | $759,576 | $158,852+378.2% | $121,220+526.6% | $135,379+461.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.90% | -0.64%-7.3pp | 16.94%-24.8pp | 519.79%-527.7pp |
| Employer contribution / active EE | $27,500 | $5,666+385.4% | $4,023+583.6% | $4,779+475.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,211 | $6,515+72.1% | $5,021+123.3% | $10,828+3.5% |