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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 | $355,333 | $157,276+125.9% | $141,177+151.7% | $152,885+132.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.84% | 64.33%-40.5pp | 71.40%-47.6pp | 345.39%-321.6pp |
| Employer contribution / active EE | $6,894 | $5,262+31.0% | $4,736+45.6% | $4,763+44.7% |
| Participant deferral / active EE | $12,739 | $7,110+79.2% | $6,710+89.8% | $5,851+117.7% |
| Admin fee / account holder | $10,181 | $12,123-16.0% | $10,263-0.8% | $11,598-12.2% |