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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 | $1,321,812 | $134,817+880.5% | $123,973+966.2% | $155,188+751.7% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.7%-76.7pp | 80.8%-80.8pp |
| Annual return | 4.22% | 515.49%-511.3pp | 388.13%-383.9pp | 148.84%-144.6pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $61,348 | $13,245+363.2% | $11,799+419.9% | $14,480+323.7% |