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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 | $227,097 | $73,787+207.8% | $98,716+130.1% | $82,448+175.4% |
| Participation rate | 80.8% | 61.4%+19.4pp | 69.3%+11.5pp | 68.1%+12.7pp |
| Annual return | 17.49% | 18.57%-1.1pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,348 | $6,500-79.3% | $8,703-84.5% | $7,234-81.4% |