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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 | $381,153 | $175,259+117.5% | $149,723+154.6% | $139,487+173.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.86% | 166.82%-155.0pp | 134.50%-122.6pp | 373.84%-362.0pp |
| Employer contribution / active EE | $8,702 | $5,478+58.8% | $4,821+80.5% | $4,755+83.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,996 | $16,158-69.1% | $13,215-62.2% | $11,407-56.2% |