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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 | $940,843 | $176,402+433.4% | $134,162+601.3% | $158,966+491.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.40% | 63.66%-46.3pp | 36.35%-18.9pp | 302.95%-285.5pp |
| Employer contribution / active EE | $18,750 | $5,042+271.9% | $3,705+406.1% | $4,762+293.7% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,423 | $8,719+19.5% | $6,685+55.9% | $11,250-7.4% |