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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 | $411,489 | $113,338+263.1% | $94,993+333.2% | $147,586+178.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 8.50% | 20.80%-12.3pp | 27.14%-18.6pp | 578.59%-570.1pp |
| Employer contribution / active EE | $700 | $3,160-77.9% | $2,603-73.1% | $4,876-85.6% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27,000 | $6,063+345.4% | $4,960+444.3% | $10,886+148.0% |