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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 | $330,713 | $209,405+57.9% | $178,486+85.3% | $158,931+108.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.78% | 188.77%-173.0pp | 151.08%-135.3pp | 302.86%-287.1pp |
| Employer contribution / active EE | $8,313 | $5,707+45.7% | $5,011+65.9% | $4,761+74.6% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $10,449 | $17,076-38.8% | $13,985-25.3% | $11,247-7.1% |