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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 | $381,704 | $160,070+138.5% | $147,117+159.5% | $145,897+161.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $26,895 | $5,285+408.9% | $4,932+445.3% | $4,663+476.8% |
| Participant deferral / active EE | $58,690 | $8,419+597.1% | $8,065+627.8% | $6,689+777.4% |
| Admin fee / account holder | $98,724 | $15,035+556.6% | $12,993+659.8% | $13,390+637.3% |