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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 | $17,751 | $87,546-79.7% | $75,784-76.6% | $125,389-85.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.73% | 13.49%-17.2pp | 9.68%-13.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,601 | $3,930-59.3% | $3,323-51.8% | $4,866-67.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $578 | $6,503-91.1% | $5,300-89.1% | $9,541-93.9% |