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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 | $245,278 | $78,707+211.6% | $117,861+108.1% | $70,126+249.8% |
| Participation rate | 90.3% | 73.2%+17.1pp | 79.7%+10.7pp | 69.5%+20.8pp |
| Annual return | 15.57% | 23.30%-7.7pp | 335.11%-319.5pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,378 | $5,066+45.7% | $8,021-8.0% | $4,645+58.8% |