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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 | $317,392 | $175,259+81.1% | $149,723+112.0% | $139,487+127.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.39% | 166.82%-154.4pp | 134.50%-122.1pp | 373.84%-361.5pp |
| Employer contribution / active EE | $49,956 | $5,478+811.9% | $4,821+936.1% | $4,755+950.7% |
| Participant deferral / active EE | $31,156 | $6,522+377.7% | $5,682+448.3% | $6,713+364.1% |
| Admin fee / account holder | $3,747 | $16,158-76.8% | $13,215-71.6% | $11,407-67.1% |