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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 | $289,876 | $117,846+146.0% | $102,434+183.0% | $145,884+98.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.44% | 31.90%-8.5pp | 29.46%-6.0pp | 551.85%-528.4pp |
| Employer contribution / active EE | $13,050 | $3,615+261.0% | $3,023+331.7% | $4,662+179.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $38,894 | $13,356+191.2% | $9,462+311.1% | $13,392+190.4% |