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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 | $513,914 | $138,102+272.1% | $125,381+309.9% | $134,532+282.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.99% | 750.73%-760.7pp | 572.31%-582.3pp | 418.27%-428.3pp |
| Employer contribution / active EE | $11,373 | $5,245+116.8% | $4,815+136.2% | $4,741+139.9% |
| Participant deferral / active EE | $13,813 | $7,801+77.1% | $7,448+85.5% | $6,401+115.8% |
| Admin fee / account holder | $6,717 | $11,568-41.9% | $10,007-32.9% | $11,429-41.2% |