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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 | $101,618+646.9% | $93,063+715.6% | $137,256+453.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 11.92% | 223.95%-212.0pp | 34.15%-22.2pp | 220.34%-208.4pp |
| Employer contribution / active EE | $16,667 | $2,707+515.7% | $2,476+573.1% | $4,156+301.0% |
| Participant deferral / active EE | $10,533 | $4,279+146.2% | $3,958+166.1% | $6,407+64.4% |
| Admin fee / account holder | $31,234 | $6,198+403.9% | $6,033+417.7% | $12,270+154.6% |