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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 | $499,358 | $211,288+136.3% | $178,540+179.7% | $145,884+242.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.31% | 30.27%-22.0pp | 27.15%-18.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $23,043 | $4,574+403.8% | $3,953+482.9% | $4,662+394.2% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $146,764 | $12,105+1112.4% | $10,424+1307.9% | $13,392+995.9% |