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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 | $943,260 | $211,288+346.4% | $178,540+428.3% | $145,884+546.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.71% | 30.27%-22.6pp | 27.15%-19.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $7,304 | $4,574+59.7% | $3,953+84.8% | $4,662+56.7% |
| Participant deferral / active EE | $10,167 | $6,967+45.9% | $6,281+61.9% | $6,690+52.0% |
| Admin fee / account holder | $274,918 | $12,105+2171.1% | $10,424+2537.3% | $13,392+1952.9% |