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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 | $103,164+49.8% | $90,259+71.3% | $154,746-0.1% |
| Participation rate | 93.3% | 76.1%+17.2pp | 70.7%+22.6pp | 80.7%+12.6pp |
| Annual return | 15.91% | 19.25%-3.3pp | 18.88%-3.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,295 | $8,593-50.0% | $7,267-40.9% | $14,365-70.1% |