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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 | $147,033 | $176,786-16.8% | $146,643+0.3% | $167,536-12.2% |
| Participation rate | 86.7% | 83.6%+3.0pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 10.19% | 24.04%-13.8pp | 22.75%-12.6pp | 478.82%-468.6pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $22,453 | $13,262+69.3% | $10,280+118.4% | $12,315+82.3% |