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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 | $939,799 | $160,040+487.2% | $147,096+538.9% | $145,877+544.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.64% | 98.49%-85.9pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $5,400 | $5,289+2.1% | $4,936+9.4% | $4,663+15.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $38,149 | $15,050+153.5% | $13,005+193.3% | $13,402+184.6% |