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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 | $279,159 | $149,679+86.5% | $117,039+138.5% | $147,586+89.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.27% | 19.31%-3.0pp | 18.95%-2.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $4,454 | $4,937-9.8% | $3,785+17.7% | $4,876-8.7% |
| Participant deferral / active EE | $6,099 | $4,912+24.2% | $3,929+55.2% | $5,439+12.1% |
| Admin fee / account holder | $18,684 | $7,856+137.8% | $5,974+212.8% | $10,886+71.6% |