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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 | $51,751 | $52,678-1.8% | $75,784-31.7% | $59,633-13.2% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.8%+12.2pp | 68.7%+19.3pp |
| Annual return | 0.33% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $351 | $3,610-90.3% | $5,300-93.4% | $4,297-91.8% |