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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 | $136,732 | $124,980+9.4% | $108,359+26.2% | $154,746-11.6% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 16.76% | 45.00%-28.2pp | 36.89%-20.1pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,955 | $4,743+131.0% | $4,137+164.8% | $6,730+62.8% |
| Admin fee / account holder | $5,805 | $11,502-49.5% | $9,741-40.4% | $14,365-59.6% |