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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 | $256,378 | $323,986-20.9% | $185,117+38.5% | - |
| Participation rate | 0.0% | 63.4%-63.4pp | 77.3%-77.3pp | - |
| Annual return | 1.65% | 15.76%-14.1pp | 40.50%-38.9pp | - |
| Employer contribution / active EE | $0 | $1,995-100.0% | $4,182-100.0% | - |
| Participant deferral / active EE | $0 | $3,608-100.0% | $5,045-100.0% | - |
| Admin fee / account holder | $19,685 | $20,091-2.0% | $8,159+141.3% | - |