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 | $2,850,792 | $132,326+2054.4% | $60,906+4580.6% | - |
| Participation rate | 0.0% | 75.5%-75.5pp | 73.1%-73.1pp | - |
| Annual return | 1.59% | -10.03%+11.6pp | 16.94%-15.3pp | - |
| Employer contribution / active EE | $0 | $2,503-100.0% | $2,703-100.0% | - |
| Participant deferral / active EE | $0 | $3,755-100.0% | $3,814-100.0% | - |
| Admin fee / account holder | $275,307 | $9,381+2834.7% | $3,227+8431.3% | - |