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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 | $366,920 | $165,361+121.9% | $149,715+145.1% | $158,950+130.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.07% | 348.24%-333.2pp | 276.66%-261.6pp | 302.91%-287.8pp |
| Employer contribution / active EE | $11,387 | $5,103+123.1% | $4,645+145.2% | $4,762+139.1% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $195,882 | $10,808+1712.4% | $9,310+2004.1% | $11,248+1641.4% |