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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 | $68,437 | $56,894+20.3% | $84,753-19.3% | $62,881+8.8% |
| Participation rate | 79.1% | 68.5%+10.5pp | 76.6%+2.5pp | 69.3%+9.8pp |
| Annual return | 26.43% | 6.30%+20.1pp | 22.78%+3.6pp | 20.14%+6.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $510 | $3,581-85.8% | $5,333-90.4% | $4,296-88.1% |