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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 | $883,560 | $154,209+473.0% | $130,062+579.3% | $139,487+533.4% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.5%-2.0pp | 80.3%-3.9pp |
| Annual return | 17.46% | 32.52%-15.1pp | -137.37%+154.8pp | 373.84%-356.4pp |
| Employer contribution / active EE | $31,872 | $5,292+502.2% | $4,322+637.4% | $4,755+570.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $184,004 | $13,988+1215.4% | $10,601+1635.8% | $11,407+1513.0% |