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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 | $110,379+161.1% | $102,412+181.4% | $145,884+97.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 119.92% | 24.84%+95.1pp | 24.94%+95.0pp | 551.85%-431.9pp |
| Employer contribution / active EE | $28,042 | $4,216+565.1% | $3,870+624.6% | $4,662+501.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19,230 | $9,745+97.3% | $8,388+129.3% | $13,392+43.6% |