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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 | $263,009 | $531,493-50.5% | $149,748+75.6% | $531,493-50.5% |
| Participation rate | 100.0% | 86.9%+13.1pp | 63.8%+36.2pp | 86.9%+13.1pp |
| Annual return | 16.61% | 9.82%+6.8pp | 14.53%+2.1pp | 9.82%+6.8pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $785-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $5,834 | $6,107-4.5% | $4,275+36.5% | $6,107-4.5% |
| Admin fee / account holder | $6,525 | $42,466-84.6% | $3,273+99.4% | $42,466-84.6% |