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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $472,984 | $118,919+297.7% | $88,538+434.2% | $152,870+209.4% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 2.96% | 47.92%-45.0pp | 43.64%-40.7pp | 345.34%-342.4pp |
| Employer contribution / active EE | $4,013 | $2,669+50.4% | $2,098+91.3% | $4,763-15.7% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,177 | $5,876-80.0% | $4,310-72.7% | $11,597-89.9% |