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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 | $111,300 | $123,793-10.1% | $177,848-37.4% | $79,856+39.4% |
| Participation rate | 98.7% | 84.7%+14.0pp | 87.7%+10.9pp | 69.6%+29.0pp |
| Annual return | 36.93% | 22.82%+14.1pp | 48.33%-11.4pp | 31.71%+5.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,887 | $7,243-32.5% | $12,431-60.7% | $5,306-7.9% |