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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 | $211,224+250.8% | $178,505+315.1% | $145,897+407.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.16% | 30.28%-17.1pp | 27.16%-14.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $23,275 | $4,577+408.6% | $3,955+488.5% | $4,663+399.2% |
| Participant deferral / active EE | $3,853 | $6,966-44.7% | $6,280-38.7% | $6,689-42.4% |
| Admin fee / account holder | $30,389 | $12,109+151.0% | $10,428+191.4% | $13,390+126.9% |