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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $996,114 | $151,310+558.3% | $100,392+892.2% | - |
| Participation rate | 0.0% | 67.4%-67.4pp | 81.5%-81.5pp | - |
| Annual return | 4.73% | 14.08%-9.4pp | 49.45%-44.7pp | - |
| Employer contribution / active EE | $0 | $2,536-100.0% | $3,941-100.0% | - |
| Participant deferral / active EE | $0 | $4,236-100.0% | $8,090-100.0% | - |
| Admin fee / account holder | $38,748 | $25,296+53.2% | $7,904+390.2% | - |