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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 | $160,028+68.6% | $147,080+83.5% | $145,884+85.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.22% | 98.60%-87.4pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $6,171 | $5,286+16.7% | $4,933+25.1% | $4,662+32.4% |
| Participant deferral / active EE | $5,378 | $8,422-36.1% | $8,066-33.3% | $6,690-19.6% |
| Admin fee / account holder | $19,239 | $15,030+28.0% | $12,989+48.1% | $13,392+43.7% |