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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 | $968,299 | $790,546+22.5% | $189,575+410.8% | - |
| Participation rate | 0.0% | 72.6%-72.6pp | 78.4%-78.4pp | - |
| Annual return | 22.39% | 9.34%+13.1pp | 64.19%-41.8pp | - |
| Employer contribution / active EE | $0 | $1,543-100.0% | $4,412-100.0% | - |
| Participant deferral / active EE | $0 | $3,970-100.0% | $6,174-100.0% | - |
| Admin fee / account holder | $37,704 | $40,931-7.9% | $9,806+284.5% | - |