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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 | $154,571 | $147,594+4.7% | $121,871+26.8% | $198,609-22.2% |
| Participation rate | 93.3% | 78.0%+15.4pp | 73.2%+20.1pp | 82.4%+11.0pp |
| Annual return | 15.91% | 12.94%+3.0pp | 13.57%+2.3pp | 202.70%-186.8pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,295 | $15,134-71.6% | $11,551-62.8% | $19,030-77.4% |