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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 | $122,555 | $160,070-23.4% | $147,117-16.7% | $145,897-16.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.00% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $6,931 | $5,285+31.2% | $4,932+40.5% | $4,663+48.6% |
| Participant deferral / active EE | $30,678 | $8,419+264.4% | $8,065+280.4% | $6,689+358.6% |
| Admin fee / account holder | $188,802 | $15,035+1155.7% | $12,993+1353.1% | $13,390+1310.0% |