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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 | $423,541 | $89,532+373.1% | $103,431+309.5% | $80,911+423.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 31.18% | 22.80%+8.4pp | 23.92%+7.3pp | 35.63%-4.4pp |
| Employer contribution / active EE | $21,290 | $4,023+429.2% | $4,678+355.1% | $2,756+672.6% |
| Participant deferral / active EE | $0 | $5,459-100.0% | $6,625-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,301 | $6,774+81.6% | $9,412+30.7% | $6,935+77.4% |