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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 | $1,945,730 | $183,988+957.5% | $162,177+1099.8% | $152,897+1172.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 32.53% | 150.79%-118.3pp | 115.60%-83.1pp | 345.43%-312.9pp |
| Employer contribution / active EE | $18,213 | $6,370+185.9% | $5,613+224.5% | $4,764+282.4% |
| Participant deferral / active EE | $14,667 | $8,032+82.6% | $7,297+101.0% | $5,851+150.7% |
| Admin fee / account holder | $5,290 | $13,123-59.7% | $10,843-51.2% | $11,599-54.4% |