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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 | $1,316,119 | $183,516+617.2% | $155,534+746.2% | $145,884+802.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.64% | 61.43%-43.8pp | 64.92%-47.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $16,897 | $5,315+217.9% | $4,675+261.4% | $4,662+262.4% |
| Participant deferral / active EE | $10,391 | $6,467+60.7% | $5,630+84.6% | $6,690+55.3% |
| Admin fee / account holder | $6,971 | $19,293-63.9% | $15,900-56.2% | $13,392-47.9% |