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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 | $583,019 | $180,329+223.3% | $112,263+419.3% | - |
| Participation rate | 0.0% | 66.3%-66.3pp | 75.1%-75.1pp | - |
| Annual return | 9.15% | -16.34%+25.5pp | 27.49%-18.3pp | - |
| Employer contribution / active EE | $0 | $2,897-100.0% | $3,636-100.0% | - |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,729-100.0% | - |
| Admin fee / account holder | $49,000 | $20,035+144.6% | $6,410+664.4% | - |