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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 | $125,190+744.8% | $105,624+901.3% | $145,897+624.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.30% | 225.22%-212.9pp | 116.20%-103.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $13,668 | $3,720+267.4% | $3,168+331.5% | $4,663+193.1% |
| Participant deferral / active EE | $10,689 | $5,716+87.0% | $5,013+113.2% | $6,689+59.8% |
| Admin fee / account holder | $6,479 | $17,138-62.2% | $10,961-40.9% | $13,390-51.6% |