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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 | $511,992 | $111,785+358.0% | $93,669+446.6% | $145,877+251.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 19.77% | 203.79%-184.0pp | 133.59%-113.8pp | 551.28%-531.5pp |
| Employer contribution / active EE | $10,000 | $3,096+223.0% | $2,424+312.6% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $28,686 | $10,256+179.7% | $8,291+246.0% | $13,402+114.0% |