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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 | $1,088,837 | $150,447+623.7% | $136,298+698.9% | $147,586+637.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.41% | 1049.15%-1034.7pp | 5156.27%-5141.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $39,519 | $5,256+651.8% | $4,696+741.6% | $4,876+710.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,581 | $10,906-21.3% | $9,244-7.2% | $10,886-21.2% |