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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 | $1,003,492 | $124,330+707.1% | $109,173+819.2% | $167,536+499.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.02% | 26.04%-4.0pp | 25.75%-3.7pp | 478.82%-456.8pp |
| Employer contribution / active EE | $26,276 | $4,209+524.2% | $3,723+605.8% | $4,839+443.0% |
| Participant deferral / active EE | $19,500 | $5,256+271.0% | $4,654+319.0% | $6,342+207.5% |
| Admin fee / account holder | $24,992 | $7,974+213.4% | $6,755+270.0% | $12,315+102.9% |