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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 | $213,693 | $82,523+158.9% | $115,752+84.6% | $70,124+204.7% |
| Participation rate | 71.0% | 74.0%-3.0pp | 77.8%-6.8pp | 69.5%+1.4pp |
| Annual return | 19.43% | 28.22%-8.8pp | 19.41%0pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $55,646 | $4,552+1122.6% | $6,278+786.4% | $4,645+1097.9% |