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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 | $342,509 | $167,323+104.7% | $143,770+138.2% | $134,493+154.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -15.99% | 0.47%-16.5pp | -0.04%-16.0pp | 418.01%-434.0pp |
| Employer contribution / active EE | $5,778 | $5,619+2.8% | $4,951+16.7% | $4,740+21.9% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $45,671 | $18,088+152.5% | $14,673+211.3% | $11,425+299.8% |