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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 | $1,014,902 | $159,934+534.6% | $147,005+590.4% | $145,959+595.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.84% | 98.24%-80.4pp | 418.76%-400.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $24,475 | $5,287+362.9% | $4,934+396.0% | $4,661+425.1% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20,786 | $15,053+38.1% | $13,006+59.8% | $13,398+55.1% |