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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 | $526,034 | $150,442+249.7% | $136,295+286.0% | $147,585+256.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.29% | 1049.09%-1031.8pp | 5155.97%-5138.7pp | 578.56%-561.3pp |
| Employer contribution / active EE | $11,873 | $5,256+125.9% | $4,695+152.9% | $4,876+143.5% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $29,972 | $10,905+174.8% | $9,243+224.2% | $10,885+175.3% |