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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 | $701,389 | $138,076+408.0% | $123,553+467.7% | $135,380+418.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 24.63% | 153.70%-129.1pp | 119.21%-94.6pp | 519.81%-495.2pp |
| Employer contribution / active EE | $24,558 | $5,152+376.7% | $4,628+430.6% | $4,779+413.9% |
| Participant deferral / active EE | $22,500 | $6,800+230.9% | $6,426+250.1% | $5,609+301.1% |
| Admin fee / account holder | $567 | $10,917-94.8% | $9,284-93.9% | $10,828-94.8% |