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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 | $91,115 | $106,115-14.1% | $85,969+6.0% | $125,388-27.3% |
| Participation rate | 90.9% | 84.1%+6.9pp | 76.5%+14.4pp | 83.2%+7.7pp |
| Annual return | -1.27% | 13.93%-15.2pp | 9.32%-10.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,964 | $8,144-75.9% | $6,053-67.6% | $9,541-79.4% |