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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 | $1,266,922 | $183,516+590.4% | $155,534+714.6% | $145,884+768.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.11% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $7,827 | $5,315+47.3% | $4,675+67.4% | $4,662+67.9% |
| Participant deferral / active EE | $20,000 | $6,467+209.3% | $5,630+255.2% | $6,690+199.0% |
| Admin fee / account holder | $21,683 | $19,293+12.4% | $15,900+36.4% | $13,392+61.9% |