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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 | $363,112 | $150,446+141.4% | $136,297+166.4% | $147,585+146.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 17.58% | 1049.14%-1031.6pp | 5156.19%-5138.6pp | 578.58%-561.0pp |
| Employer contribution / active EE | $5,704 | $5,256+8.5% | $4,696+21.5% | $4,876+17.0% |
| Participant deferral / active EE | $20,347 | $6,631+206.9% | $6,247+225.7% | $5,439+274.1% |
| Admin fee / account holder | $37,139 | $10,906+240.5% | $9,244+301.8% | $10,886+241.2% |