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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 | $1,452,158 | $82,324+1664.0% | $68,803+2010.6% | $134,545+979.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 11.29% | -2.17%+13.5pp | -6.37%+17.7pp | 418.37%-407.1pp |
| Employer contribution / active EE | $5,184 | $3,302+57.0% | $2,656+95.2% | $4,742+9.3% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,406 | $6,485+29.6% | $4,936+70.3% | $11,431-26.5% |