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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 | $323,355 | $206,359+56.7% | $123,552+161.7% | - |
| Participation rate | 0.0% | 72.1%-72.1pp | 82.3%-82.3pp | - |
| Annual return | 2.16% | -5.77%+7.9pp | 119.20%-117.0pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $4,628-100.0% | - |
| Participant deferral / active EE | $0 | $5,785-100.0% | $6,426-100.0% | - |
| Admin fee / account holder | $17,978 | $21,386-15.9% | $9,285+93.6% | - |