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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 | $2,017,646 | $185,908+985.3% | $146,866+1273.8% | - |
| Participation rate | 0.0% | 70.0%-70.0pp | 82.5%-82.5pp | - |
| Annual return | -0.07% | 8.07%-8.1pp | 102.85%-102.9pp | - |
| Employer contribution / active EE | $0 | $3,749-100.0% | $4,425-100.0% | - |
| Participant deferral / active EE | $0 | $6,765-100.0% | $7,759-100.0% | - |
| Admin fee / account holder | $150,719 | $12,909+1067.6% | $13,620+1006.6% | - |