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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 | $313,715 | $71,878+336.5% | $86,698+261.8% | $68,486+358.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 25.63% | 3.53%+22.1pp | 35.95%-10.3pp | -7.85%+33.5pp |
| Employer contribution / active EE | $24,929 | $2,173+1047.1% | $2,837+778.8% | $2,597+860.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,412 | $6,113+103.1% | $7,493+65.7% | $5,404+129.7% |