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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,288,512 | $185,856+2745.5% | $170,028+3010.4% | $139,456+3692.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -5.97% | 60.52%-66.5pp | 53.39%-59.4pp | 373.45%-379.4pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $278,461 | $15,387+1709.7% | $12,820+2072.0% | $11,407+2341.1% |