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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 | $96,683 | $97,881-1.2% | $80,004+20.8% | $125,389-22.9% |
| Participation rate | 79.2% | 77.9%+1.3pp | 73.0%+6.2pp | 83.2%-4.0pp |
| Annual return | 3.57% | 9.36%-5.8pp | 7.63%-4.1pp | 282.24%-278.7pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,582 | $6,278-58.9% | $5,033-48.7% | $9,541-72.9% |