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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 | $376,456 | $74,879,922-99.5% | $40,145,923-99.1% | $273,972+37.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 5.50% | 2.55%+3.0pp | 5.24%+0.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $4,167 | $2,350+77.3% | $1,844+126.0% | $4,869-14.4% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $2,591-100.0% | $5,287-100.0% |
| Admin fee / account holder | $977 | $3,725-73.8% | $2,903-66.4% | $10,133-90.4% |