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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 | $288,195 | $111,814+157.7% | $103,374+178.8% | $145,959+97.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 119.92% | 24.77%+95.1pp | 24.89%+95.0pp | 561.95%-442.0pp |
| Employer contribution / active EE | $28,042 | $4,214+565.5% | $3,869+624.7% | $4,661+501.7% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $19,230 | $9,754+97.1% | $8,394+129.1% | $13,398+43.5% |