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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 | $833,799 | $777,995+7.2% | $160,037+421.0% | - |
| Participation rate | 0.0% | 55.4%-55.4pp | 78.0%-78.0pp | - |
| Annual return | -9.13% | -14.85%+5.7pp | 408.95%-418.1pp | - |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,226-100.0% | - |
| Participant deferral / active EE | $0 | $3,690-100.0% | $6,184-100.0% | - |
| Admin fee / account holder | $46,109 | $22,807+102.2% | $8,716+429.0% | - |