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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 | $875,285 | $157,829+454.6% | $136,867+539.5% | $198,609+340.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 9.16% | 51.25%-42.1pp | 42.97%-33.8pp | 202.70%-193.5pp |
| Employer contribution / active EE | $44,048 | $3,923+1022.9% | $3,547+1141.9% | $5,055+771.3% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,906 | $11,107-82.8% | $10,340-81.6% | $19,030-90.0% |