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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 | $257,859 | $47,057+448.0% | $87,502+194.7% | - |
| Participation rate | 0.0% | 64.0%-64.0pp | 73.8%-73.8pp | - |
| Annual return | 14.04% | 3.77%+10.3pp | 12.21%+1.8pp | - |
| Employer contribution / active EE | $0 | $995-100.0% | $2,550-100.0% | - |
| Participant deferral / active EE | $0 | $1,699-100.0% | $3,149-100.0% | - |
| Admin fee / account holder | $54,502 | $11,018+394.7% | $4,221+1191.3% | - |