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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 | $470,467 | $88,815+429.7% | $81,882+474.6% | $145,897+222.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.01% | 1033.75%-1010.7pp | 779.47%-756.5pp | 552.29%-529.3pp |
| Employer contribution / active EE | $6,250 | $3,086+102.5% | $2,916+114.3% | $4,663+34.0% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $42,896 | $8,434+408.6% | $7,360+482.9% | $13,390+220.3% |