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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 | $337,808 | $284,329+18.8% | $147,617+128.8% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 84.6%-84.6pp | - |
| Annual return | 2.29% | 0.73%+1.6pp | 61.98%-59.7pp | - |
| Employer contribution / active EE | $0 | $2,124-100.0% | $5,564-100.0% | - |
| Participant deferral / active EE | $0 | $1,895-100.0% | $4,895-100.0% | - |
| Admin fee / account holder | $12,685 | $35,034-63.8% | $11,612+9.2% | - |