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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 | $284,171 | $180,459+57.5% | $154,108+84.4% | $135,380+109.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.09% | 888.21%-882.1pp | 735.21%-729.1pp | 519.81%-513.7pp |
| Employer contribution / active EE | $3,847 | $6,035-36.3% | $5,298-27.4% | $4,779-19.5% |
| Participant deferral / active EE | $6,632 | $5,806+14.2% | $5,081+30.5% | $5,609+18.2% |
| Admin fee / account holder | $22,723 | $16,145+40.7% | $13,411+69.4% | $10,828+109.9% |