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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 | $373,656 | $133,981+178.9% | $112,249+232.9% | $134,532+177.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.72% | 47.16%-49.9pp | 27.48%-30.2pp | 418.27%-421.0pp |
| Employer contribution / active EE | $18,070 | $4,040+347.3% | $3,636+397.0% | $4,741+281.1% |
| Participant deferral / active EE | $10,300 | $5,292+94.6% | $4,729+117.8% | $6,401+60.9% |
| Admin fee / account holder | $81,142 | $7,492+983.1% | $6,412+1165.4% | $11,429+610.0% |