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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,705 | $51,228+8.7% | $77,100-27.7% | - |
| Participation rate | 0.0% | 44.6%-44.6pp | 67.9%-67.9pp | - |
| Annual return | 10.90% | 16.76%-5.9pp | 42.35%-31.5pp | - |
| Employer contribution / active EE | $0 | $1,482-100.0% | $2,815-100.0% | - |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,430-100.0% | - |
| Admin fee / account holder | $356,952 | $14,093+2432.9% | $5,443+6457.5% | - |