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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 | $231,725 | $116,190+99.4% | $93,614+147.5% | $152,885+51.6% |
| Participation rate | 70.0% | 78.0%-8.0pp | 75.8%-5.8pp | 82.5%-12.5pp |
| Annual return | 20.86% | 35.96%-15.1pp | 32.76%-11.9pp | 345.39%-324.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $64,239 | $10,749+497.6% | $7,889+714.3% | $11,598+453.9% |