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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 | $613,497 | $167,352+266.6% | $143,788+326.7% | $134,509+356.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.76% | 0.47%-17.2pp | -0.03%-16.7pp | 418.13%-434.9pp |
| Employer contribution / active EE | $10,093 | $5,620+79.6% | $4,952+103.8% | $4,741+112.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,711 | $18,091-74.0% | $14,675-67.9% | $11,427-58.8% |