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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 | $125,399 | $93,346+34.3% | $71,796+74.7% | $273,972-54.2% |
| Participation rate | 94.1% | 76.5%+17.6pp | 69.1%+25.0pp | 83.0%+11.1pp |
| Annual return | 4.38% | 130.39%-126.0pp | 78.04%-73.7pp | 41.46%-37.1pp |
| 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 | $10,040 | $6,571+52.8% | $4,815+108.5% | $10,133-0.9% |