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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 | $995,597 | $138,385+619.4% | $184,243+440.4% | $80,925+1130.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 22.89% | 20.02%+2.9pp | 28.82%-5.9pp | 35.65%-12.8pp |
| Employer contribution / active EE | $22,400 | $4,851+361.8% | $6,427+248.5% | $2,756+712.7% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $43,421 | $10,489+314.0% | $13,914+212.1% | $6,940+525.7% |