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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 | $201,344+1354.1% | $184,243+1489.0% | $145,877+1907.0% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 23.14% | 29.01%-5.9pp | 28.82%-5.7pp | 551.28%-528.1pp |
| Employer contribution / active EE | $34,995 | $7,022+398.3% | $6,427+444.5% | $4,663+650.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $112,904 | $16,382+589.2% | $13,914+711.5% | $13,402+742.4% |