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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 | $199,122 | $51,638+285.6% | $68,368+191.3% | $82,448+141.5% |
| Participation rate | 96.8% | 63.6%+33.2pp | 73.8%+23.0pp | 68.1%+28.7pp |
| Annual return | 15.23% | 37.53%-22.3pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $29,236 | $4,643+529.6% | $5,150+467.7% | $7,234+304.1% |