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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 | $454,922 | $177,353+156.5% | $158,226+187.5% | $198,609+129.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 6.18% | 599.50%-593.3pp | 501.41%-495.2pp | 202.70%-196.5pp |
| Employer contribution / active EE | $709 | $3,239-78.1% | $2,986-76.2% | $5,055-86.0% |
| Participant deferral / active EE | $5,323 | $4,615+15.3% | $4,317+23.3% | $6,977-23.7% |
| Admin fee / account holder | $4,036 | $10,960-63.2% | $10,217-60.5% | $19,030-78.8% |