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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 | $269,151 | $138,072+94.9% | $123,549+117.8% | $135,382+98.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.26% | 153.69%-157.0pp | 119.20%-122.5pp | 519.77%-523.0pp |
| Employer contribution / active EE | $17,911 | $5,152+247.7% | $4,628+287.0% | $4,779+274.8% |
| Participant deferral / active EE | $7,213 | $6,799+6.1% | $6,426+12.3% | $5,609+28.6% |
| Admin fee / account holder | $2,154 | $10,917-80.3% | $9,284-76.8% | $10,829-80.1% |