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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 | $198,217+118.6% | $173,730+149.4% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 79.6%-79.6pp | - |
| Annual return | 7.75% | 9.45%-1.7pp | 19.96%-12.2pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $4,577-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $6,326-100.0% | - |
| Admin fee / account holder | $18,553 | $27,022-31.3% | $17,523+5.9% | - |