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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 | $391,857 | $81,233+382.4% | $155,567+151.9% | $80,874+384.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.30% | 33.33%-22.0pp | 64.74%-53.4pp | 35.62%-24.3pp |
| Employer contribution / active EE | $16,824 | $3,101+442.6% | $4,674+259.9% | $2,756+510.5% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,593 | $7,998-5.1% | $15,916-52.3% | $6,935+9.5% |