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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 | $53,107 | $112,729-52.9% | $98,716-46.2% | $137,256-61.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.00% | 38.48%-27.5pp | 31.81%-20.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,948 | $2,725+44.9% | $2,279+73.3% | $4,156-5.0% |
| Participant deferral / active EE | $5,275 | $4,640+13.7% | $4,048+30.3% | $6,407-17.7% |
| Admin fee / account holder | $1,103 | $10,129-89.1% | $8,703-87.3% | $12,270-91.0% |