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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 | $1,890,244 | $114,093+1556.8% | $96,171+1865.5% | $167,536+1028.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 42.96% | 190.00%-147.0pp | 192.04%-149.1pp | 478.82%-435.9pp |
| Employer contribution / active EE | $9,000 | $3,429+162.4% | $2,799+221.6% | $4,839+86.0% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $25,597 | $6,899+271.0% | $5,538+362.2% | $12,315+107.9% |