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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 | $523,454 | $157,276+232.8% | $141,177+270.8% | $152,885+242.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.21% | 64.33%-47.1pp | 71.40%-54.2pp | 345.39%-328.2pp |
| Employer contribution / active EE | $11,250 | $5,262+113.8% | $4,736+137.6% | $4,763+136.2% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,988 | $12,123+64.9% | $10,263+94.8% | $11,598+72.3% |