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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 | $296,556 | $223,823+32.5% | $211,142+40.5% | $154,746+91.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.04% | 50.39%-31.4pp | 46.84%-27.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $11,429 | $6,787+68.4% | $6,442+77.4% | $4,379+161.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,871 | $19,707-24.5% | $19,076-22.0% | $14,365+3.5% |