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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 | $706,325 | $131,835+435.8% | $108,582+550.5% | $273,972+157.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.68% | -91.57%+96.2pp | -51.70%+56.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $21,950 | $4,913+346.8% | $3,758+484.0% | $4,869+350.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23,570 | $10,253+129.9% | $7,645+208.3% | $10,133+132.6% |