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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 | $281,458 | $106,749+163.7% | $145,433+93.5% | $82,448+241.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 26.40% | 27.59%-1.2pp | 66.58%-40.2pp | 41.64%-15.2pp |
| Employer contribution / active EE | $7,086 | $3,444+105.7% | $4,554+55.6% | $2,551+177.8% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,087 | $8,390+91.7% | $13,129+22.5% | $7,234+122.4% |