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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 | $101,316 | $96,731+4.7% | $123,973-18.3% | $86,983+16.5% |
| Participation rate | 78.1% | 70.0%+8.1pp | 76.7%+1.5pp | 69.5%+8.6pp |
| Annual return | 16.68% | 17.33%-0.6pp | 388.13%-371.5pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $10,743 | $8,722+23.2% | $11,799-8.9% | $7,856+36.8% |