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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 | $1,044,128 | $196,842+430.4% | $134,162+678.3% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 72.2%-72.2pp | - |
| Annual return | 2.70% | 11.43%-8.7pp | 36.35%-33.6pp | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | $3,705-100.0% | - |
| Participant deferral / active EE | $0 | $3,828-100.0% | $3,500-100.0% | - |
| Admin fee / account holder | $48,264 | $15,940+202.8% | $6,685+621.9% | - |