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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 | $169,722 | $116,412+45.8% | $156,181+8.7% | - |
| Participation rate | 0.0% | 77.9%-77.9pp | 78.8%-78.8pp | - |
| Annual return | 16.57% | 16.48%+0.1pp | 64.87%-48.3pp | - |
| Employer contribution / active EE | $0 | $2,587-100.0% | $4,294-100.0% | - |
| Participant deferral / active EE | $0 | $4,514-100.0% | $6,132-100.0% | - |
| Admin fee / account holder | $39,000 | $18,889+106.5% | $14,586+167.4% | - |