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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 | $90,245 | $97,881-7.8% | $80,004+12.8% | $125,389-28.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 73.0%+14.5pp | 83.2%+4.3pp |
| Annual return | 1.13% | 9.36%-8.2pp | 7.63%-6.5pp | 282.24%-281.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,909 | $6,278-37.7% | $5,033-22.3% | $9,541-59.0% |