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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 | $332,638 | $180,466+84.3% | $154,114+115.8% | $135,382+145.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.31% | 888.15%-889.5pp | 735.16%-736.5pp | 519.77%-521.1pp |
| Employer contribution / active EE | $17,083 | $6,035+183.0% | $5,298+222.5% | $4,779+257.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,835 | $16,144+10.5% | $13,411+33.0% | $10,829+64.7% |