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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 | $964,303 | $161,470+497.2% | $121,220+695.5% | - |
| Participation rate | 0.0% | 52.1%-52.1pp | 71.8%-71.8pp | - |
| Annual return | -0.54% | -4.08%+3.5pp | 16.94%-17.5pp | - |
| Employer contribution / active EE | $0 | $1,032-100.0% | $4,023-100.0% | - |
| Participant deferral / active EE | $0 | $1,577-100.0% | $3,345-100.0% | - |
| Admin fee / account holder | $44,713 | $10,656+319.6% | $5,021+790.6% | - |