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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 | $1,019,165 | $57,119+1684.3% | $85,187+1096.4% | $80,935+1159.2% |
| Participation rate | 92.5% | 56.4%+36.1pp | 67.5%+25.0pp | 67.7%+24.9pp |
| Annual return | 27.44% | 21.70%+5.7pp | 66.67%-39.2pp | 35.66%-8.2pp |
| Employer contribution / active EE | $263,023 | $1,802+14500.0% | $2,732+9526.0% | $2,757+9441.3% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,302,635 | $4,990+46044.7% | $6,162+37269.1% | $6,924+33154.0% |