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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 | $3,320,814 | $275,752+1104.3% | $256,809+1193.1% | $198,609+1572.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 8.84% | 34.81%-26.0pp | 32.73%-23.9pp | 202.70%-193.9pp |
| Employer contribution / active EE | $8,095 | $7,721+4.9% | $7,263+11.5% | $5,055+60.1% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $162,863 | $25,716+533.3% | $25,146+547.7% | $19,030+755.8% |