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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 | $99,037 | $86,949+13.9% | $102,460-3.3% | $80,959+22.3% |
| Participation rate | 89.1% | 72.4%+16.7pp | 76.5%+12.6pp | 67.7%+21.5pp |
| Annual return | 15.60% | 18.89%-3.3pp | 29.47%-13.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,844 | $8,048-77.1% | $9,460-80.5% | $6,925-73.4% |