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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 | $253,531 | $152,542+66.2% | $117,498+115.8% | $134,509+88.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.82% | 53.02%-61.8pp | 29.75%-38.6pp | 418.13%-427.0pp |
| Employer contribution / active EE | $23,549 | $5,574+322.5% | $4,178+463.7% | $4,741+396.8% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $78,484 | $7,006+1020.3% | $5,646+1290.1% | $11,427+586.9% |