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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 | $92,384 | $49,249+87.6% | $70,476+31.1% | $79,852+15.7% |
| Participation rate | 88.6% | 69.2%+19.5pp | 75.1%+13.6pp | 69.6%+19.0pp |
| Annual return | 13.16% | 30.09%-16.9pp | 109.12%-96.0pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,168 | $2,878+79.6% | $3,847+34.4% | $5,306-2.6% |