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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 | $575,234 | $85,790+570.5% | $67,313+754.6% | $135,380+324.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.49% | -0.54%+5.0pp | -4.08%+8.6pp | 519.81%-515.3pp |
| Employer contribution / active EE | $10,000 | $3,487+186.8% | $2,566+289.8% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $89,800 | $6,392+1304.8% | $4,507+1892.6% | $10,828+729.3% |