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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 | $316,159 | $185,225+70.7% | $142,898+121.2% | $167,553+88.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 13.64% | 8558.12%-8544.5pp | 5639.64%-5626.0pp | 478.89%-465.3pp |
| Employer contribution / active EE | $6,248 | $5,607+11.4% | $4,146+50.7% | $4,840+29.1% |
| Participant deferral / active EE | $18,433 | $4,496+310.0% | $3,838+380.2% | $6,343+190.6% |
| Admin fee / account holder | $6,852 | $8,032-14.7% | $6,560+4.4% | $12,316-44.4% |