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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 | $157,910 | $104,607+51.0% | $96,534+63.6% | - |
| Participation rate | 0.0% | 76.2%-76.2pp | 76.0%-76.0pp | - |
| Annual return | 14.51% | 9.56%+5.0pp | 25.88%-11.4pp | - |
| Employer contribution / active EE | $0 | $2,147-100.0% | $2,965-100.0% | - |
| Participant deferral / active EE | $0 | $4,312-100.0% | $4,851-100.0% | - |
| Admin fee / account holder | $7,566 | $45,340-83.3% | $8,253-8.3% | - |