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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $367,703 | $202,460+81.6% | $169,385+117.1% | $139,456+163.7% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.2%-77.2pp | 80.3%-80.3pp |
| Annual return | 2.18% | 532.07%-529.9pp | 405.82%-403.6pp | 373.45%-371.3pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $25,785 | $10,719+140.6% | $9,011+186.2% | $11,407+126.0% |