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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 | $927,414 | $156,398+493.0% | $147,318+529.5% | $138,895+567.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.76% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.6pp |
| Employer contribution / active EE | $8,659 | $4,853+78.4% | $4,593+88.5% | $4,194+106.5% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $50,267 | $14,976+235.7% | $13,708+266.7% | $12,562+300.1% |