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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 | $295,392 | $233,029+26.8% | $260,467+13.4% | - |
| Participation rate | 0.0% | 65.5%-65.5pp | 80.5%-80.5pp | - |
| Annual return | 0.16% | 5.57%-5.4pp | 100.60%-100.4pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $4,239-100.0% | - |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,319-100.0% | - |
| Admin fee / account holder | $16,190 | $49,244-67.1% | $15,461+4.7% | - |