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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 | $565,717 | $136,307+315.0% | $106,619+430.6% | $273,972+106.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.07% | 11.05%-5.0pp | 9.42%-3.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $37,741 | $5,190+627.2% | $3,947+856.3% | $4,869+675.2% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $173,809 | $8,625+1915.2% | $6,418+2608.0% | $10,133+1615.3% |