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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 | $379,264 | $217,432+74.4% | $185,851+104.1% | $167,553+126.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.09% | 148.43%-122.3pp | 122.11%-96.0pp | 478.89%-452.8pp |
| Employer contribution / active EE | $11,429 | $5,874+94.5% | $5,168+121.1% | $4,840+136.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,172 | $19,820-48.7% | $16,245-37.4% | $12,316-17.4% |