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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 | $263,638 | $84,628+211.5% | $61,501+328.7% | $134,545+95.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.93% | 585.61%-601.5pp | 339.04%-355.0pp | 418.37%-434.3pp |
| Employer contribution / active EE | $11,250 | $1,545+628.3% | $1,160+870.1% | $4,742+137.3% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,415 | $2,587+109.3% | $2,132+154.0% | $11,431-52.6% |