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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 | $148,062 | $118,496+25.0% | $98,461+50.4% | $139,466+6.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.75% | 18.96%-10.2pp | 21.17%-12.4pp | 373.66%-364.9pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $24,493 | $5,393+354.2% | $4,738+416.9% | $6,712+264.9% |
| Admin fee / account holder | $8,258 | $14,056-41.2% | $8,961-7.8% | $11,409-27.6% |