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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 | $313,826 | $167,353+87.5% | $143,797+118.2% | $134,545+133.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.41% | 0.48%-6.9pp | -0.04%-6.4pp | 418.37%-424.8pp |
| Employer contribution / active EE | $3,665 | $5,620-34.8% | $4,952-26.0% | $4,742-22.7% |
| Participant deferral / active EE | $6,833 | $6,447+6.0% | $5,638+21.2% | $6,401+6.7% |
| Admin fee / account holder | $3,524 | $18,096-80.5% | $14,679-76.0% | $11,431-69.2% |