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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 | $159,934+68.7% | $147,005+83.6% | $145,959+84.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.22% | 98.24%-87.0pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $6,171 | $5,287+16.7% | $4,934+25.1% | $4,661+32.4% |
| Participant deferral / active EE | $5,378 | $8,427-36.2% | $8,070-33.4% | $6,689-19.6% |
| Admin fee / account holder | $19,239 | $15,053+27.8% | $13,006+47.9% | $13,398+43.6% |