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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 | $433,339 | $233,029+86.0% | $216,567+100.1% | - |
| Participation rate | 0.0% | 65.5%-65.5pp | 81.6%-81.6pp | - |
| Annual return | 7.75% | 5.57%+2.2pp | 12.94%-5.2pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $5,216-100.0% | - |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,191-100.0% | - |
| Admin fee / account holder | $18,553 | $49,244-62.3% | $21,981-15.6% | - |