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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 | $674,151 | $113,941+491.7% | $94,229+615.4% | $125,389+437.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.17% | 5.29%-4.1pp | 10.68%-9.5pp | 282.24%-281.1pp |
| Employer contribution / active EE | $26,923 | $4,727+469.5% | $3,587+650.6% | $4,866+453.3% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $23,589 | $8,392+181.1% | $6,269+276.3% | $9,541+147.2% |