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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 | $188,063 | $67,602+178.2% | $82,312+128.5% | $70,126+168.2% |
| Participation rate | 88.6% | 72.8%+15.9pp | 76.9%+11.7pp | 69.5%+19.1pp |
| Annual return | 27.25% | 21.57%+5.7pp | 25.88%+1.4pp | 73.15%-45.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $17,610 | $4,512+290.3% | $5,608+214.0% | $4,645+279.1% |