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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 | $102,840 | $115,225-10.7% | $100,712+2.1% | $138,895-26.0% |
| Participation rate | 70.0% | 74.3%-4.3pp | 69.3%+0.7pp | 79.9%-9.9pp |
| Annual return | 15.31% | 40.35%-25.0pp | 33.27%-18.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,689 | $10,844-56.8% | $9,256-49.3% | $12,562-62.7% |