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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 | $759,027 | $126,113+501.9% | $116,096+553.8% | $155,188+389.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 11.92% | 391.72%-379.8pp | 326.25%-314.3pp | 148.84%-136.9pp |
| Employer contribution / active EE | $16,667 | $2,672+523.8% | $2,503+565.7% | $4,248+292.4% |
| Participant deferral / active EE | $10,533 | $4,162+153.1% | $3,952+166.5% | $6,531+61.3% |
| Admin fee / account holder | $31,234 | $8,045+288.2% | $7,704+305.4% | $14,480+115.7% |