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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 | $111,830+357.8% | $93,696+446.4% | $145,884+251.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 19.77% | 204.08%-184.3pp | 133.74%-114.0pp | 551.85%-532.1pp |
| Employer contribution / active EE | $10,000 | $3,093+223.3% | $2,422+312.9% | $4,662+114.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $28,686 | $10,249+179.9% | $8,287+246.2% | $13,392+114.2% |