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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 | $130,346 | $99,652+30.8% | $78,778+65.5% | $147,586-11.7% |
| Participation rate | 86.7% | 76.2%+10.4pp | 69.2%+17.5pp | 82.8%+3.8pp |
| Annual return | 10.34% | 47.28%-36.9pp | 35.62%-25.3pp | 578.59%-568.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,076 | $7,155-1.1% | $5,134+37.8% | $10,886-35.0% |