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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 | $135,159 | $127,100+6.3% | $105,738+27.8% | $135,382-0.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 76.3%+14.6pp | 82.6%+8.3pp |
| Annual return | 7.28% | 4.49%+2.8pp | 6.27%+1.0pp | 519.77%-512.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,625 | $9,087+71.9% | $6,913+126.0% | $10,829+44.3% |