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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 | $720,174 | $386,342+86.4% | $189,758+279.5% | - |
| Participation rate | 0.0% | 54.4%-54.4pp | 79.8%-79.8pp | - |
| Annual return | 11.79% | 12.05%-0.3pp | 52.62%-40.8pp | - |
| Employer contribution / active EE | $0 | $1,239-100.0% | $4,767-100.0% | - |
| Participant deferral / active EE | $0 | $2,233-100.0% | $5,856-100.0% | - |
| Admin fee / account holder | $40,000 | $181,680-78.0% | $20,388+96.2% | - |