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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 | $331,731 | $140,578+136.0% | $100,671+229.5% | $125,389+164.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.02% | 24.67%-24.7pp | 20.43%-20.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $20,916 | $5,965+250.6% | $4,012+421.3% | $4,866+329.8% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,774 | $6,716+120.0% | $4,850+204.6% | $9,541+54.9% |