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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 | $1,066,820 | $142,392+649.2% | $119,622+791.8% | $134,532+693.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 7.98% | -12.46%+20.4pp | -14.98%+23.0pp | 418.27%-410.3pp |
| Employer contribution / active EE | $12,700 | $5,224+143.1% | $4,232+200.1% | $4,741+167.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $48,018 | $13,593+253.3% | $10,328+364.9% | $11,429+320.2% |