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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 | $502,641 | $215,361+133.4% | $171,082+193.8% | $273,972+83.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.66% | 25.14%-16.5pp | 32.56%-23.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $15,373 | $4,967+209.5% | $4,002+284.1% | $4,869+215.7% |
| Participant deferral / active EE | $18,000 | $5,543+224.7% | $4,797+275.2% | $5,287+240.4% |
| Admin fee / account holder | $12,839 | $10,846+18.4% | $8,520+50.7% | $10,133+26.7% |