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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 | $298,077 | $135,645+119.7% | $110,243+170.4% | $135,380+120.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.28% | 513.24%-517.5pp | 314.76%-319.0pp | 519.81%-524.1pp |
| Employer contribution / active EE | $12,500 | $4,907+154.7% | $3,827+226.7% | $4,779+161.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,307 | $11,458-18.8% | $8,548+8.9% | $10,828-14.0% |