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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 | $532,809 | $277,327+92.1% | $154,108+245.7% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 83.0%-83.0pp | - |
| Annual return | 1.50% | -3.82%+5.3pp | 735.21%-733.7pp | - |
| Employer contribution / active EE | $0 | $1,922-100.0% | $5,298-100.0% | - |
| Participant deferral / active EE | $0 | $1,965-100.0% | $5,081-100.0% | - |
| Admin fee / account holder | $27,070 | $104,675-74.1% | $13,411+101.8% | - |