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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 | $486,658 | $60,626+702.7% | $67,313+623.0% | - |
| Participation rate | 0.0% | 67.4%-67.4pp | 69.1%-69.1pp | - |
| Annual return | 13.98% | -11.72%+25.7pp | -4.08%+18.1pp | - |
| Employer contribution / active EE | $0 | $1,339-100.0% | $2,566-100.0% | - |
| Participant deferral / active EE | $0 | $2,381-100.0% | $3,568-100.0% | - |
| Admin fee / account holder | $4,144 | $2,248+84.4% | $4,507-8.0% | - |