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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 | $89,465 | $105,623-15.3% | $87,502+2.2% | $273,972-67.3% |
| Participation rate | 77.8% | 78.2%-0.4pp | 73.8%+3.9pp | 83.0%-5.2pp |
| Annual return | 2.36% | 12.26%-9.9pp | 12.21%-9.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,979 | $4,781-16.8% | $4,221-5.7% | $10,133-60.7% |