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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 | $114,978 | $216,269-46.8% | $143,797-20.0% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 80.3%-80.3pp | - |
| Annual return | 4.15% | -15.44%+19.6pp | -0.04%+4.2pp | - |
| Employer contribution / active EE | $0 | $1,888-100.0% | $4,952-100.0% | - |
| Participant deferral / active EE | $0 | $2,498-100.0% | $5,638-100.0% | - |
| Admin fee / account holder | $21,479 | $36,574-41.3% | $14,679+46.3% | - |