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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 | $81,276+382.1% | $155,574+151.9% | $80,925+384.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.30% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $16,824 | $3,103+442.2% | $4,676+259.8% | $2,756+510.4% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,593 | $7,993-5.0% | $15,914-52.3% | $6,940+9.4% |