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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 | $1,057,608 | $125,237+744.5% | $105,608+901.4% | $145,877+625.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.30% | 225.76%-213.5pp | 116.50%-104.2pp | 551.28%-539.0pp |
| Employer contribution / active EE | $13,668 | $3,720+267.4% | $3,167+331.6% | $4,663+193.1% |
| Participant deferral / active EE | $10,689 | $5,711+87.2% | $5,010+113.4% | $6,691+59.8% |
| Admin fee / account holder | $6,479 | $17,287-62.5% | $11,028-41.3% | $13,402-51.7% |