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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 | $344,989 | $176,120+95.9% | $159,487+116.3% | $167,553+105.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.05% | 331.95%-312.9pp | 263.71%-244.7pp | 478.89%-459.8pp |
| Employer contribution / active EE | $28,739 | $5,299+442.3% | $4,831+494.9% | $4,840+493.8% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $460 | $12,561-96.3% | $10,804-95.7% | $12,316-96.3% |