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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 | $373,531 | $185,312+101.6% | $161,489+131.3% | $154,746+141.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.44% | 103.84%-92.4pp | 89.72%-78.3pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,314 | $4,769-72.5% | $4,268-69.2% | $4,379-70.0% |
| Participant deferral / active EE | $5,600 | $6,350-11.8% | $5,630-0.5% | $6,730-16.8% |
| Admin fee / account holder | $14,558 | $18,654-22.0% | $16,006-9.0% | $14,365+1.3% |