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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 | $269,834 | $160,040+68.6% | $147,096+83.4% | $145,877+85.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.22% | 98.49%-87.3pp | 419.75%-408.5pp | 551.28%-540.1pp |
| Employer contribution / active EE | $6,171 | $5,289+16.7% | $4,936+25.0% | $4,663+32.3% |
| Participant deferral / active EE | $5,378 | $8,429-36.2% | $8,071-33.4% | $6,691-19.6% |
| Admin fee / account holder | $19,239 | $15,050+27.8% | $13,005+47.9% | $13,402+43.6% |