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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 | $201,259+1354.7% | $184,200+1489.4% | $145,959+1905.8% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 23.14% | 28.98%-5.8pp | 28.80%-5.7pp | 561.95%-538.8pp |
| Employer contribution / active EE | $34,995 | $7,018+398.6% | $6,424+444.8% | $4,661+650.8% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $112,904 | $16,372+589.6% | $13,907+711.8% | $13,398+742.7% |