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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 | $384,130 | $138,114+178.1% | $125,391+206.3% | $134,545+185.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -0.42% | 750.88%-751.3pp | 572.41%-572.8pp | 418.37%-418.8pp |
| Employer contribution / active EE | $19,836 | $5,246+278.1% | $4,816+311.9% | $4,742+318.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24,525 | $11,570+112.0% | $10,009+145.0% | $11,431+114.6% |