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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 | $527,826 | $174,875+201.8% | $125,363+321.0% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 82.4%-82.4pp | - |
| Annual return | 30.00% | -12.92%+42.9pp | 572.15%-542.1pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,815-100.0% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,447-100.0% | - |
| Admin fee / account holder | $65,064 | $56,366+15.4% | $10,005+550.3% | - |