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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 | $152,597+66.1% | $117,533+115.7% | $134,532+88.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.82% | 53.04%-61.9pp | 29.77%-38.6pp | 418.27%-427.1pp |
| Employer contribution / active EE | $23,549 | $5,576+322.3% | $4,179+463.5% | $4,741+396.7% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $78,484 | $7,007+1020.1% | $5,647+1289.9% | $11,429+586.7% |