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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 | $44,022 | $628,301-93.0% | $169,385-74.0% | - |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.2%-77.2pp | - |
| Annual return | 85.33% | 72.90%+12.4pp | 405.82%-320.5pp | - |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,012-100.0% | - |
| Participant deferral / active EE | $0 | $4,568-100.0% | $6,221-100.0% | - |
| Admin fee / account holder | $35,561 | $15,010+136.9% | $9,011+294.6% | - |