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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 | $315,908 | $100,970+212.9% | $96,576+227.1% | $137,256+130.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.88% | 38.16%-24.3pp | 38.47%-24.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $8,017 | $3,809+110.5% | $3,553+125.6% | $4,156+92.9% |
| Participant deferral / active EE | $7,269 | $8,286-12.3% | $7,956-8.6% | $6,407+13.5% |
| Admin fee / account holder | $10,744 | $11,312-5.0% | $11,381-5.6% | $12,270-12.4% |