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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 | $707,713 | $138,114+412.4% | $125,391+464.4% | $134,545+426.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.06% | 750.88%-768.9pp | 572.41%-590.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $26,924 | $5,246+413.2% | $4,816+459.1% | $4,742+467.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,152 | $11,570+82.8% | $10,009+111.3% | $11,431+85.0% |