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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 | $114,073+1557.0% | $96,161+1865.7% | $167,518+1028.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 42.96% | 189.95%-147.0pp | 192.01%-149.0pp | 478.71%-435.7pp |
| Employer contribution / active EE | $9,000 | $3,428+162.5% | $2,798+221.6% | $4,838+86.0% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $25,597 | $6,899+271.0% | $5,538+362.2% | $12,312+107.9% |