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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 | $807,923 | $180,978+346.4% | $147,117+449.2% | - |
| Participation rate | 0.0% | 77.3%-77.3pp | 82.2%-82.2pp | - |
| Annual return | 10.28% | 12.24%-2.0pp | 420.54%-410.3pp | - |
| Employer contribution / active EE | $0 | $3,338-100.0% | $4,932-100.0% | - |
| Participant deferral / active EE | $0 | $6,936-100.0% | $8,065-100.0% | - |
| Admin fee / account holder | $51,275 | $27,876+83.9% | $12,993+294.6% | - |