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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 | $833,758 | $127,387+554.5% | $115,038+624.8% | $125,389+564.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.90% | 31.28%-29.4pp | 26.14%-24.2pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,250 | $5,166-75.8% | $4,608-72.9% | $4,866-74.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $110,009 | $9,516+1056.0% | $8,175+1245.6% | $9,541+1053.0% |