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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 | $129,737+1447.9% | $119,126+1585.8% | $154,746+1197.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.36% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $17,527 | $4,375+300.6% | $4,034+334.5% | $4,379+300.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $92,427 | $11,961+672.8% | $10,693+764.4% | $14,365+543.4% |