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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,475,723 | $208,526+607.7% | $96,538+1428.6% | - |
| Participation rate | 0.0% | 66.0%-66.0pp | 74.3%-74.3pp | - |
| Annual return | 12.41% | 18.23%-5.8pp | 35.74%-23.3pp | - |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,740-100.0% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,880-100.0% | - |
| Admin fee / account holder | $71,155 | $13,060+444.8% | $6,737+956.1% | - |