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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 | $146,430 | $121,701+20.3% | $104,639+39.9% | $158,982-7.9% |
| Participation rate | 0.0% | 77.5%-77.5pp | 74.1%-74.1pp | 82.0%-82.0pp |
| Annual return | 3.93% | 465.72%-461.8pp | 340.67%-336.7pp | 302.99%-299.1pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $50,168 | $7,778+545.0% | $6,465+675.9% | $11,252+345.9% |