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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 | $138,069 | $117,444+17.6% | $99,479+38.8% | $152,909-9.7% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.5%+6.4pp |
| Annual return | 8.37% | 31.87%-23.5pp | 30.72%-22.4pp | 345.46%-337.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,099 | $7,635+32.3% | $6,253+61.5% | $11,601-12.9% |