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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 | $234,012 | $93,346+150.7% | $71,796+225.9% | $273,972-14.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 83.0%+7.0pp |
| Annual return | 2.25% | 130.39%-128.1pp | 78.04%-75.8pp | 41.46%-39.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,059 | $6,571+37.9% | $4,815+88.2% | $10,133-10.6% |