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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 | $1,206,661 | $198,217+508.8% | $130,788+822.6% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 70.1%-70.1pp | - |
| Annual return | 9.99% | 9.45%+0.5pp | 386.44%-376.5pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $3,558-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,137-100.0% | - |
| Admin fee / account holder | $60,567 | $27,022+124.1% | $6,673+807.7% | - |