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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,150,744 | $151,490+659.6% | $129,406+789.3% | - |
| Participation rate | 0.0% | 67.5%-67.5pp | 69.6%-69.6pp | - |
| Annual return | 6.44% | 14.17%-7.7pp | 9468.18%-9461.7pp | - |
| Employer contribution / active EE | $0 | $2,542-100.0% | $4,155-100.0% | - |
| Participant deferral / active EE | $0 | $4,237-100.0% | $4,167-100.0% | - |
| Admin fee / account holder | $57,067 | $25,345+125.2% | $7,689+642.2% | - |