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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 | $65,682 | $179,444-63.4% | $161,149-59.2% | - |
| Participation rate | 0.0% | 59.5%-59.5pp | 78.8%-78.8pp | - |
| Annual return | 7.71% | 15.96%-8.3pp | 21.16%-13.5pp | - |
| Employer contribution / active EE | $0 | $1,879-100.0% | $4,360-100.0% | - |
| Participant deferral / active EE | $0 | $3,588-100.0% | $6,153-100.0% | - |
| Admin fee / account holder | $305,958 | $21,474+1324.8% | $15,194+1913.6% | - |