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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 | $967,027 | $203,209+375.9% | $159,474+506.4% | - |
| Participation rate | 0.0% | 77.0%-77.0pp | 82.8%-82.8pp | - |
| Annual return | 9.50% | 10.23%-0.7pp | 263.68%-254.2pp | - |
| Employer contribution / active EE | $0 | $2,919-100.0% | $4,831-100.0% | - |
| Participant deferral / active EE | $0 | $5,954-100.0% | $7,353-100.0% | - |
| Admin fee / account holder | $59,120 | $10,627+456.3% | $10,802+447.3% | - |