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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $924,520 | $121,098+663.4% | $125,180+638.6% | - |
| Participation rate | 0.0% | 74.4%-74.4pp | 79.8%-79.8pp | - |
| Annual return | 1.43% | 15.50%-14.1pp | 43.79%-42.4pp | - |
| Employer contribution / active EE | $0 | $1,930-100.0% | $3,866-100.0% | - |
| Participant deferral / active EE | $0 | $3,481-100.0% | $4,937-100.0% | - |
| Admin fee / account holder | $55,070 | $16,883+226.2% | $9,703+467.6% | - |