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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 | $1,080,806 | $167,522+545.2% | $151,639+612.8% | $134,532+703.4% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | 11.18% | 7.81%+3.4pp | 3.34%+7.8pp | 418.27%-407.1pp |
| Employer contribution / active EE | $10,043 | $6,828+47.1% | $6,165+62.9% | $4,741+111.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $108,747 | $13,780+689.2% | $11,613+836.4% | $11,429+851.5% |