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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 | $148,368 | $129,959+14.2% | $104,301+42.3% | $134,532+10.3% |
| Participation rate | 91.7% | 79.5%+12.1pp | 73.3%+18.4pp | 81.2%+10.4pp |
| Annual return | -12.79% | 42.04%-54.8pp | 24.61%-37.4pp | 418.27%-431.1pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,986 | $9,325-57.3% | $7,340-45.7% | $11,429-65.1% |