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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 | $125,778+503.5% | $114,563+562.5% | $154,746+390.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 11.92% | 295.14%-283.2pp | 241.09%-229.2pp | 172.34%-160.4pp |
| Employer contribution / active EE | $16,667 | $2,806+494.0% | $2,592+543.0% | $4,379+280.6% |
| Participant deferral / active EE | $10,533 | $4,445+137.0% | $4,142+154.3% | $6,730+56.5% |
| Admin fee / account holder | $31,234 | $8,190+281.3% | $7,623+309.7% | $14,365+117.4% |