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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 | $88,754+430.1% | $81,820+475.0% | $145,877+222.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.01% | 1031.77%-1008.8pp | 777.93%-754.9pp | 551.28%-528.3pp |
| Employer contribution / active EE | $6,250 | $3,085+102.6% | $2,915+114.4% | $4,663+34.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $42,896 | $8,424+409.2% | $7,391+480.4% | $13,402+220.1% |