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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 | $413,912 | $299,959+38.0% | $185,849+122.7% | - |
| Participation rate | 0.0% | 61.2%-61.2pp | 81.7%-81.7pp | - |
| Annual return | 17.17% | 9.80%+7.4pp | 122.10%-104.9pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,169-100.0% | - |
| Participant deferral / active EE | $0 | $2,385-100.0% | $5,569-100.0% | - |
| Admin fee / account holder | $45,223 | $47,864-5.5% | $16,244+178.4% | - |