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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 | $166,434 | $75,923+119.2% | $102,460+62.4% | - |
| Participation rate | 0.0% | 71.4%-71.4pp | 76.5%-76.5pp | - |
| Annual return | 10.55% | 15.12%-4.6pp | 29.47%-18.9pp | - |
| Employer contribution / active EE | $0 | $2,206-100.0% | $3,025-100.0% | - |
| Participant deferral / active EE | $0 | $4,258-100.0% | $5,056-100.0% | - |
| Admin fee / account holder | $8,650 | $11,449-24.4% | $9,460-8.6% | - |