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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 | $457,267 | $138,075+231.2% | $123,552+270.1% | $135,379+237.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.31% | 153.70%-159.0pp | 119.20%-124.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $11,500 | $5,152+123.2% | $4,628+148.5% | $4,779+140.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,973 | $10,917-81.9% | $9,285-78.7% | $10,828-81.8% |