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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 | $632,062 | $105,929+496.7% | $81,716+673.5% | $158,966+297.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 24.06% | 38.19%-14.1pp | 29.49%-5.4pp | 302.95%-278.9pp |
| Employer contribution / active EE | $14,543 | $7,802+86.4% | $4,310+237.4% | $4,762+205.4% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $77,652 | $8,492+814.4% | $5,159+1405.1% | $11,250+590.2% |