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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 | $372,958 | $157,304+137.1% | $141,197+164.1% | $152,909+143.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.99% | 64.34%-48.4pp | 71.41%-55.4pp | 345.46%-329.5pp |
| Employer contribution / active EE | $25,375 | $5,263+382.2% | $4,736+435.8% | $4,764+432.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,881 | $12,126-84.5% | $10,265-81.7% | $11,601-83.8% |