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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 | $741,060 | $210,698+251.7% | $178,014+316.3% | $145,959+407.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.16% | 386.27%-373.1pp | 294.80%-281.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $23,275 | $4,567+409.6% | $3,950+489.2% | $4,661+399.4% |
| Participant deferral / active EE | $3,853 | $6,958-44.6% | $6,276-38.6% | $6,689-42.4% |
| Admin fee / account holder | $30,389 | $12,016+152.9% | $10,362+193.3% | $13,398+126.8% |