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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $796,930 | $538,095+48.1% | $477,111+67.0% | $382,429+108.4% |
| Participation rate | 0.0% | 90.5%-90.5pp | 88.9%-88.9pp | 87.7%-87.7pp |
| Annual return | 4.98% | 104.06%-99.1pp | 101.90%-96.9pp | 248.85%-243.9pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $8,708-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $7,856-100.0% | $7,539-100.0% | $5,727-100.0% |
| Admin fee / account holder | $213,443 | $48,739+337.9% | $42,132+406.6% | $30,732+594.5% |