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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 | $373,260 | $165,399+125.7% | $149,745+149.3% | $158,982+134.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 22.21% | 348.34%-326.1pp | 276.72%-254.5pp | 302.99%-280.8pp |
| Employer contribution / active EE | $10,561 | $5,105+106.9% | $4,646+127.3% | $4,763+121.7% |
| Participant deferral / active EE | $9,893 | $7,183+37.7% | $6,843+44.6% | $5,983+65.3% |
| Admin fee / account holder | $32,358 | $10,811+199.3% | $9,312+247.5% | $11,252+187.6% |