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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 | $309,523 | $202,345+53.0% | $172,755+79.2% | $152,885+102.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.92% | 1029.77%-1006.9pp | 802.94%-780.0pp | 345.39%-322.5pp |
| Employer contribution / active EE | $2,250 | $5,858-61.6% | $5,144-56.3% | $4,763-52.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,047 | $17,111-35.4% | $13,955-20.8% | $11,598-4.8% |