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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 | $144,329 | $58,241+147.8% | $81,780+76.5% | $80,911+78.4% |
| Participation rate | 87.5% | 63.4%+24.1pp | 72.4%+15.1pp | 67.6%+19.9pp |
| Annual return | 12.35% | 41.73%-29.4pp | 776.27%-763.9pp | 35.63%-23.3pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,079 | $4,973+22.2% | $7,384-17.7% | $6,935-12.3% |