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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 | $271,203 | $176,120+54.0% | $159,487+70.0% | $167,553+61.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.27% | 331.95%-321.7pp | 263.71%-253.4pp | 478.89%-468.6pp |
| Employer contribution / active EE | $14,940 | $5,299+181.9% | $4,831+209.2% | $4,840+208.7% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,164 | $12,561-74.8% | $10,804-70.7% | $12,316-74.3% |