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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 | $75,102 | $127,387-41.0% | $115,038-34.7% | $125,389-40.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 12.81% | 31.28%-18.5pp | 26.14%-13.3pp | 282.24%-269.4pp |
| Employer contribution / active EE | $42,064 | $5,166+714.2% | $4,608+812.9% | $4,866+764.4% |
| Participant deferral / active EE | $8,053 | $6,423+25.4% | $6,026+33.6% | $5,352+50.5% |
| Admin fee / account holder | $8,200 | $9,516-13.8% | $8,175+0.3% | $9,541-14.1% |