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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 | $94,734 | $142,392-33.5% | $119,622-20.8% | $134,532-29.6% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | 5.55% | -12.46%+18.0pp | -14.98%+20.5pp | 418.27%-412.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $89,493 | $13,593+558.4% | $10,328+766.5% | $11,429+683.1% |