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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 | $846,690 | $156,318+441.6% | $145,433+482.2% | - |
| Participation rate | 0.0% | 68.6%-68.6pp | 82.1%-82.1pp | - |
| Annual return | 11.74% | 26.27%-14.5pp | 66.58%-54.8pp | - |
| Employer contribution / active EE | $0 | $3,387-100.0% | $4,554-100.0% | - |
| Participant deferral / active EE | $0 | $6,196-100.0% | $7,897-100.0% | - |
| Admin fee / account holder | $57,470 | $8,746+557.1% | $13,129+337.7% | - |