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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 | $2,107,835 | $211,239+897.8% | $178,528+1080.7% | $145,877+1344.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.46% | 30.22%-8.8pp | 27.11%-5.7pp | 551.28%-529.8pp |
| Employer contribution / active EE | $10,000 | $4,570+118.8% | $3,950+153.1% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $47,272 | $12,095+290.9% | $10,419+353.7% | $13,402+252.7% |