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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 | $105,774 | $177,353-40.4% | $158,226-33.2% | $198,609-46.7% |
| Participation rate | 0.0% | 77.0%-77.0pp | 74.8%-74.8pp | 82.4%-82.4pp |
| Annual return | 10.40% | 599.50%-589.1pp | 501.41%-491.0pp | 202.70%-192.3pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $15,212 | $10,960+38.8% | $10,217+48.9% | $19,030-20.1% |