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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 | $142,425 | $104,663+36.1% | $106,619+33.6% | - |
| Participation rate | 0.0% | 48.9%-48.9pp | 78.0%-78.0pp | - |
| Annual return | 3.00% | 2.51%+0.5pp | 9.42%-6.4pp | - |
| Employer contribution / active EE | $0 | $883-100.0% | $3,947-100.0% | - |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,930-100.0% | - |
| Admin fee / account holder | $7,575 | $3,531+114.5% | $6,418+18.0% | - |