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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 | $256,607 | $73,009+251.5% | $90,760+182.7% | $68,486+274.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 0.61% | -13.81%+14.4pp | -12.16%+12.8pp | -7.85%+8.5pp |
| Employer contribution / active EE | $18,511 | $2,193+744.3% | $2,922+533.6% | $2,597+612.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $44,811 | $5,896+660.1% | $8,444+430.7% | $5,404+729.2% |