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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 | $2,008,196 | $134,817+1389.6% | $123,973+1519.9% | $155,188+1194.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.36% | 515.49%-499.1pp | 388.13%-371.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $17,527 | $4,425+296.1% | $4,126+324.8% | $4,248+312.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $92,427 | $13,245+597.8% | $11,799+683.4% | $14,480+538.3% |