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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 | $277,705 | $56,197+394.2% | $67,652+310.5% | $59,633+365.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 20.06% | 18508.10%-18488.0pp | 6625.40%-6605.3pp | 2041.45%-2021.4pp |
| Employer contribution / active EE | $8,625 | $1,615+434.2% | $2,266+280.7% | $2,203+291.6% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $33,927 | $3,958+757.2% | $4,821+603.8% | $4,297+689.6% |