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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 | $404,082 | $81,208+397.6% | $98,920+308.5% | $79,856+406.0% |
| Participation rate | 97.7% | 72.5%+25.2pp | 76.0%+21.7pp | 69.6%+28.1pp |
| Annual return | 16.07% | 60.99%-44.9pp | 196.47%-180.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $13,220 | $1,960+574.6% | $2,689+391.6% | $2,471+435.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $140,141 | $6,013+2230.7% | $6,643+2009.7% | $5,306+2541.0% |