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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 | $709,671 | $181,004+292.1% | $185,441+282.7% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 80.3%-80.3pp | - |
| Annual return | 4.04% | 7.93%-3.9pp | 20.16%-16.1pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $4,672-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $6,152-100.0% | - |
| Admin fee / account holder | $42,076 | $33,727+24.8% | $17,890+135.2% | - |