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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 | $0 | $459,659-100.0% | $459,659-100.0% | $405,731-100.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.9%+12.1pp | 91.9%+8.1pp |
| Annual return | 0.00% | -1.33%+1.3pp | -7.78%+7.8pp | 4.30%-4.3pp |
| Employer contribution / active EE | $0 | $35,026-100.0% | $35,026-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $7,482-100.0% | $7,297-100.0% | $5,788-100.0% |
| Admin fee / account holder | $448,184 | $30,030+1392.5% | $30,030+1392.5% | $12,997+3348.3% |