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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 | $155,586 | $127,096+22.4% | $105,736+47.1% | $135,380+14.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 76.3%-76.3pp | 82.6%-82.6pp |
| Annual return | 2.40% | 4.49%-2.1pp | 6.27%-3.9pp | 519.81%-517.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $28,018 | $9,087+208.3% | $6,913+305.3% | $10,828+158.8% |