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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 | $159,934+138.7% | $147,005+159.7% | $145,959+161.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $26,895 | $5,287+408.7% | $4,934+445.1% | $4,661+477.1% |
| Participant deferral / active EE | $58,690 | $8,427+596.4% | $8,070+627.3% | $6,689+777.5% |
| Admin fee / account holder | $98,724 | $15,053+555.8% | $13,006+659.1% | $13,398+636.9% |