Filed May 19, 2025
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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 | $3,156,357 | $175,036+1703.3% | $62,929+4915.8% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 73.1%-73.1pp | - |
| Annual return | 6.89% | 15.04%-8.2pp | 1063.93%-1057.0pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,505-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $3,888-100.0% | - |
| Admin fee / account holder | $87,488 | $23,923+265.7% | $5,065+1627.5% | - |