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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 | $313,559 | $165,399+89.6% | $149,745+109.4% | $158,982+97.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.63% | 348.34%-306.7pp | 276.72%-235.1pp | 302.99%-261.4pp |
| Employer contribution / active EE | $18,429 | $5,105+261.0% | $4,646+296.7% | $4,763+286.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24,657 | $10,811+128.1% | $9,312+164.8% | $11,252+119.1% |