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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 | $337,598 | $138,385+144.0% | $184,243+83.2% | $80,925+317.2% |
| Participation rate | 97.6% | 83.9%+13.8pp | 86.8%+10.8pp | 67.7%+30.0pp |
| Annual return | 13.22% | 20.02%-6.8pp | 28.82%-15.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $5,882 | $4,851+21.3% | $6,427-8.5% | $2,756+113.4% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $21,361 | $10,489+103.7% | $13,914+53.5% | $6,940+207.8% |