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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 | $145,510 | $127,296+14.3% | $109,907+32.4% | $167,536-13.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.2%+13.3pp | 82.1%+5.4pp |
| Annual return | 10.85% | 22.97%-12.1pp | 29.46%-18.6pp | 478.82%-468.0pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,243 | $7,119-54.5% | $6,069-46.6% | $12,315-73.7% |