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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 | $572,195 | $181,004+216.1% | $66,439+761.2% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 74.5%-74.5pp | - |
| Annual return | 3.80% | 7.93%-4.1pp | 757.66%-753.9pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $2,637-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,876-100.0% | - |
| Admin fee / account holder | $38,440 | $33,727+14.0% | $6,173+522.7% | - |