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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 | $2,927,692 | $201,370+1353.9% | $184,256+1488.9% | $145,897+1906.7% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 23.14% | 29.05%-5.9pp | 28.85%-5.7pp | 552.29%-529.1pp |
| Employer contribution / active EE | $34,995 | $7,024+398.2% | $6,427+444.5% | $4,663+650.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $112,904 | $16,364+590.0% | $13,899+712.3% | $13,390+743.2% |