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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 | $361,777 | $162,322+122.9% | $135,974+166.1% | - |
| Participation rate | 0.0% | 71.5%-71.5pp | 81.9%-81.9pp | - |
| Annual return | 2.71% | 15.59%-12.9pp | 68.30%-65.6pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,859-100.0% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,760-100.0% | - |
| Admin fee / account holder | $21,110 | $23,877-11.6% | $10,767+96.1% | - |