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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 | $266,447 | $289,211-7.9% | $260,467+2.3% | $198,609+34.2% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 3.99% | 112.90%-108.9pp | 100.60%-96.6pp | 202.70%-198.7pp |
| Employer contribution / active EE | $10,442 | $4,663+123.9% | $4,239+146.4% | $5,055+106.5% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,600 | $16,236-47.0% | $15,461-44.4% | $19,030-54.8% |