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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 | $2,017,646 | $242,977+730.4% | $182,262+1007.0% | - |
| Participation rate | 0.0% | 81.7%-81.7pp | 84.2%-84.2pp | - |
| Annual return | -0.07% | 3.03%-3.1pp | 140.60%-140.7pp | - |
| Employer contribution / active EE | $0 | $5,222-100.0% | $5,046-100.0% | - |
| Participant deferral / active EE | $0 | $7,528-100.0% | $8,276-100.0% | - |
| Admin fee / account holder | $150,719 | $19,036+691.8% | $16,712+801.9% | - |