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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 | $439,587 | $107,846+307.6% | $119,634+267.4% | - |
| Participation rate | 0.0% | 78.0%-78.0pp | 79.3%-79.3pp | - |
| Annual return | 4.44% | -15.20%+19.6pp | -14.98%+19.4pp | - |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,232-100.0% | - |
| Participant deferral / active EE | $0 | $4,531-100.0% | $5,601-100.0% | - |
| Admin fee / account holder | $18,492 | $73,538-74.9% | $10,329+79.0% | - |