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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 | $451,089 | $107,809+318.4% | $90,657+397.6% | $135,379+233.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 16.09% | -0.90%+17.0pp | 1.89%+14.2pp | 519.79%-503.7pp |
| Employer contribution / active EE | $800 | $3,018-73.5% | $2,532-68.4% | $4,779-83.3% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $27,000 | $5,931+355.3% | $4,994+440.6% | $10,828+149.4% |