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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 | $65,848 | $146,267-55.0% | $197,124-66.6% | $82,448-20.1% |
| Participation rate | 98.7% | 84.0%+14.7pp | 86.7%+12.0pp | 68.1%+30.6pp |
| Annual return | 19.23% | 29.61%-10.4pp | 44.34%-25.1pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $799 | $14,422-94.5% | $16,298-95.1% | $7,234-89.0% |