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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 | $91,068 | $110,240-17.4% | $96,544-5.7% | $139,487-34.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.3pp | 80.3%+3.0pp |
| Annual return | 13.69% | 26.41%-12.7pp | 25.88%-12.2pp | 373.84%-360.2pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $39,282 | $5,549+607.9% | $4,851+709.7% | $6,713+485.2% |
| Admin fee / account holder | $16,602 | $11,602+43.1% | $8,254+101.1% | $11,407+45.5% |