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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 | $61,846 | $100,895-38.7% | $90,430-31.6% | $158,950-61.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.17% | 1725.54%-1717.4pp | 1293.73%-1285.6pp | 302.91%-294.7pp |
| Employer contribution / active EE | $47,908 | $3,689+1198.7% | $3,262+1368.7% | $4,762+906.1% |
| Participant deferral / active EE | $109,140 | $4,347+2410.5% | $3,963+2654.2% | $5,983+1724.3% |
| Admin fee / account holder | $22,678 | $6,505+248.6% | $5,613+304.0% | $11,248+101.6% |