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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 | $153,725 | $83,898+83.2% | $133,346+15.3% | $94,015+63.5% |
| Participation rate | 82.9% | 63.4%+19.5pp | 72.8%+10.0pp | 70.8%+12.0pp |
| Annual return | 11.89% | 16.00%-4.1pp | 36.85%-25.0pp | 17.84%-6.0pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $32,723 | $7,809+319.1% | $14,264+129.4% | $8,951+265.6% |