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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 | $58,604 | $118,919-50.7% | $88,538-33.8% | $152,885-61.7% |
| Participation rate | 80.0% | 73.4%+6.6pp | 68.7%+11.3pp | 82.5%-2.5pp |
| Annual return | 18.20% | 47.92%-29.7pp | 43.64%-25.4pp | 345.39%-327.2pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,661 | $5,876-3.7% | $4,310+31.3% | $11,598-51.2% |