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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 | $1,466,787 | $176,105+732.9% | $159,474+819.8% | $167,536+775.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.46% | 331.91%-312.5pp | 263.68%-244.2pp | 478.82%-459.4pp |
| Employer contribution / active EE | $13,169 | $5,299+148.5% | $4,831+172.6% | $4,839+172.1% |
| Participant deferral / active EE | $16,336 | $7,751+110.8% | $7,353+122.2% | $6,342+157.6% |
| Admin fee / account holder | $74,020 | $12,559+489.4% | $10,802+585.2% | $12,315+501.1% |