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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 | $233,029-27.2% | $216,567-21.6% | - |
| Participation rate | 0.0% | 65.5%-65.5pp | 81.6%-81.6pp | - |
| Annual return | 16.57% | 5.57%+11.0pp | 12.94%+3.6pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $5,216-100.0% | - |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,191-100.0% | - |
| Admin fee / account holder | $39,000 | $49,244-20.8% | $21,981+77.4% | - |