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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 | $500,187 | $49,280+915.0% | $67,313+643.1% | $64,181+679.3% |
| Participation rate | 88.2% | 60.8%+27.5pp | 69.1%+19.2pp | 69.6%+18.7pp |
| Annual return | 43.90% | -1.39%+45.3pp | -4.08%+48.0pp | 7.63%+36.3pp |
| Employer contribution / active EE | $7,563 | $1,668+353.3% | $2,566+194.8% | $2,381+217.7% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,860 | $3,863-0.1% | $4,507-14.3% | $4,887-21.0% |