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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 | $258,714 | $108,701+138.0% | $74,723+246.2% | $152,909+69.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 9.76% | 114.12%-104.4pp | 753.18%-743.4pp | 345.46%-335.7pp |
| Employer contribution / active EE | $9,950 | $1,504+561.5% | $1,084+817.7% | $4,764+108.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,257 | $4,906+7.1% | $3,335+57.6% | $11,601-54.7% |