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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 | $181,062+106.3% | $158,223+136.1% | $155,188+140.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.44% | 57.39%-45.9pp | 52.09%-40.6pp | 148.84%-137.4pp |
| Employer contribution / active EE | $1,314 | $4,565-71.2% | $4,109-68.0% | $4,248-69.1% |
| Participant deferral / active EE | $5,600 | $6,134-8.7% | $5,467+2.4% | $6,531-14.3% |
| Admin fee / account holder | $14,558 | $18,825-22.7% | $16,047-9.3% | $14,480+0.5% |