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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,521 | $118,496+3.4% | $98,461+24.4% | $139,466-12.2% |
| Participation rate | 91.7% | 77.5%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 17.92% | 18.96%-1.0pp | 21.17%-3.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,246 | $14,056-76.9% | $8,961-63.8% | $11,409-71.5% |