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 | $198,217+1492.4% | $67,681+4563.6% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 73.7%-73.7pp | - |
| Annual return | 6.89% | 9.45%-2.6pp | 590.58%-583.7pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $2,678-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,976-100.0% | - |
| Admin fee / account holder | $87,488 | $27,022+223.8% | $6,100+1334.3% | - |