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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 | $244,971 | $65,367+274.8% | $92,915+163.7% | $72,976+235.7% |
| Participation rate | 85.4% | 68.3%+17.1pp | 76.0%+9.4pp | 69.5%+15.9pp |
| Annual return | 18.44% | 42.11%-23.7pp | 109.45%-91.0pp | 81.02%-62.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $31,692 | $4,251+645.4% | $5,796+446.8% | $5,124+518.5% |