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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 | $755,677 | $190,916+295.8% | $160,037+372.2% | $134,545+461.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.38% | 552.79%-555.2pp | 408.95%-411.3pp | 418.37%-420.8pp |
| Employer contribution / active EE | $25,225 | $4,996+405.0% | $4,226+496.9% | $4,742+432.0% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $80,282 | $10,497+664.8% | $8,716+821.1% | $11,431+602.3% |