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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 | $59,163 | $104,937-43.6% | $84,628-30.1% | $152,897-61.3% |
| Participation rate | 93.8% | 74.8%+18.9pp | 68.2%+25.5pp | 82.5%+11.3pp |
| Annual return | 73.81% | 373.88%-300.1pp | 258.80%-185.0pp | 345.43%-271.6pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,716 | $6,243-56.5% | $4,914-44.7% | $11,599-76.6% |