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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 | $151,473+557.6% | $100,378+892.4% | - |
| Participation rate | 0.0% | 67.4%-67.4pp | 81.5%-81.5pp | - |
| Annual return | 4.73% | 14.12%-9.4pp | 49.41%-44.7pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $3,942-100.0% | - |
| Participant deferral / active EE | $0 | $4,234-100.0% | $8,087-100.0% | - |
| Admin fee / account holder | $38,748 | $25,249+53.5% | $7,899+390.5% | - |