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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 | $314,793 | $183,516+71.5% | $155,534+102.4% | $145,884+115.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.96% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $11,581 | $5,315+117.9% | $4,675+147.7% | $4,662+148.4% |
| Participant deferral / active EE | $12,795 | $6,467+97.9% | $5,630+127.3% | $6,690+91.3% |
| Admin fee / account holder | $13,302 | $19,293-31.1% | $15,900-16.3% | $13,392-0.7% |