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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 | $375,534 | $332,085+13.1% | $149,696+150.9% | - |
| Participation rate | 0.0% | 60.9%-60.9pp | 78.8%-78.8pp | - |
| Annual return | 21.92% | 51.60%-29.7pp | 134.46%-112.5pp | - |
| Employer contribution / active EE | $0 | $2,795-100.0% | $4,821-100.0% | - |
| Participant deferral / active EE | $0 | $2,947-100.0% | $5,682-100.0% | - |
| Admin fee / account holder | $80,698 | $47,995+68.1% | $13,212+510.8% | - |