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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 | $143,969+28.2% | $199,883-7.7% | $82,637+123.3% |
| Participation rate | 97.9% | 84.1%+13.8pp | 86.8%+11.2pp | 68.1%+29.9pp |
| Annual return | 20.86% | 25.67%-4.8pp | 43.81%-23.0pp | 53.51%-32.7pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $314,635 | $14,597+2055.4% | $17,268+1722.1% | $7,339+4187.3% |