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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 | $708,838 | $183,592+286.1% | $155,574+355.6% | $145,877+385.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $17,178 | $5,317+223.1% | $4,676+267.4% | $4,663+268.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,994 | $19,316-74.1% | $15,914-68.6% | $13,402-62.7% |