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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 | $1,210,987 | $138,114+776.8% | $125,391+865.8% | $134,545+800.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.70% | 750.88%-761.6pp | 572.41%-583.1pp | 418.37%-429.1pp |
| Employer contribution / active EE | $8,647 | $5,246+64.8% | $4,816+79.5% | $4,742+82.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $88,933 | $11,570+668.6% | $10,009+788.6% | $11,431+678.0% |