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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 | $164,880 | $49,976+229.9% | $66,674+147.3% | $82,637+99.5% |
| Participation rate | 86.2% | 63.1%+23.1pp | 73.7%+12.5pp | 68.1%+18.2pp |
| Annual return | 15.88% | 39.09%-23.2pp | 321.24%-305.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,666 | $4,594+154.0% | $5,098+128.8% | $7,339+59.0% |