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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 | $2,476,336 | $209,874+1079.9% | $189,537+1206.5% | $167,536+1378.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 50.18% | 748.61%-698.4pp | 555.34%-505.2pp | 478.82%-428.6pp |
| Employer contribution / active EE | $10,413 | $6,913+50.6% | $6,161+69.0% | $4,839+115.2% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $46,873 | $14,299+227.8% | $12,048+289.0% | $12,315+280.6% |