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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 | $1,865,153 | $154,754+1105.2% | $124,206+1401.7% | $138,895+1242.9% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.6%-69.6pp | 79.9%-79.9pp |
| Annual return | 15.89% | 709.28%-693.4pp | 515.27%-499.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $70,699 | $6,690+956.8% | $5,929+1092.5% | $12,562+462.8% |