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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 | $415,519 | $80,983+413.1% | $96,544+330.4% | $75,177+452.7% |
| Participation rate | 95.3% | 71.8%+23.6pp | 76.0%+19.4pp | 67.2%+28.1pp |
| Annual return | 21.35% | 27.05%-5.7pp | 25.88%-4.5pp | 160.75%-139.4pp |
| Employer contribution / active EE | $32,125 | $2,282+1307.5% | $2,966+983.0% | $2,671+1102.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,839 | $6,717+195.4% | $8,254+140.3% | $5,651+251.0% |