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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 | $612,234 | $121,677+403.2% | $104,625+485.2% | $158,966+285.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.87% | 465.58%-456.7pp | 340.60%-331.7pp | 302.95%-294.1pp |
| Employer contribution / active EE | $5,000 | $3,165+58.0% | $2,681+86.4% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $42,000 | $7,777+440.1% | $6,465+549.7% | $11,250+273.3% |