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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 | $175,036+68.8% | $160,784+83.7% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 77.0%-77.0pp | - |
| Annual return | 0.16% | 15.04%-14.9pp | 1803.92%-1803.8pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,733-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $6,293-100.0% | - |
| Admin fee / account holder | $16,190 | $23,923-32.3% | $9,717+66.6% | - |