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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 | $101,225 | $113,941-11.2% | $94,229+7.4% | $125,389-19.3% |
| Participation rate | 94.7% | 82.9%+11.8pp | 78.8%+16.0pp | 83.2%+11.5pp |
| Annual return | 0.41% | 5.29%-4.9pp | 10.68%-10.3pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,810 | $8,392-42.7% | $6,269-23.3% | $9,541-49.6% |