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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 | $489,928 | $232,540+110.7% | $185,117+164.7% | $147,586+232.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.27% | 43.03%-26.8pp | 40.50%-24.2pp | 578.59%-562.3pp |
| Employer contribution / active EE | $26,615 | $5,195+412.3% | $4,182+536.5% | $4,876+445.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,442 | $10,275-56.8% | $8,159-45.6% | $10,886-59.2% |