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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 | $184,548 | $146,267+26.2% | $197,124-6.4% | $82,448+123.8% |
| Participation rate | 97.9% | 84.0%+13.9pp | 86.7%+11.2pp | 68.1%+29.8pp |
| Annual return | 20.86% | 29.61%-8.8pp | 44.34%-23.5pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $314,635 | $14,422+2081.7% | $16,298+1830.5% | $7,234+4249.2% |