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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $773,086 | $389,330+98.6% | $358,286+115.8% | $483,350+59.9% |
| Participation rate | 100.0% | 94.2%+5.8pp | 90.2%+9.8pp | 89.0%+11.0pp |
| Annual return | 19.20% | -17.20%+36.4pp | -17.12%+36.3pp | 533.38%-514.2pp |
| Employer contribution / active EE | $0 | $9,367-100.0% | $8,560-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $0 | $10,963-100.0% | $9,815-100.0% | $6,196-100.0% |
| Admin fee / account holder | $36,981 | $28,894+28.0% | $26,097+41.7% | $41,445-10.8% |