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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 | $188,072 | $84,551+122.4% | $61,452+206.0% | $134,532+39.8% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | 0.12% | 585.39%-585.3pp | 338.96%-338.8pp | 418.27%-418.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18,721 | $2,587+623.5% | $2,131+778.5% | $11,429+63.8% |