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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 | $117,220 | $139,948-16.2% | $121,663-3.7% | $154,746-24.2% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.5%+15.5pp | 80.7%+9.3pp |
| Annual return | 23.07% | 230.52%-207.5pp | 147.54%-124.5pp | 172.34%-149.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,928 | $17,321-54.2% | $14,289-44.5% | $14,365-44.8% |