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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 | $844,743 | $185,856+354.5% | $170,028+396.8% | $139,456+505.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.45% | 60.52%-45.1pp | 53.39%-37.9pp | 373.45%-358.0pp |
| Employer contribution / active EE | $34,621 | $7,593+356.0% | $6,788+410.1% | $4,753+628.5% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $26,941 | $15,387+75.1% | $12,820+110.1% | $11,407+136.2% |