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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 | $224,208 | $459,659-51.2% | $459,659-51.2% | $405,731-44.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.9%+12.1pp | 91.9%+8.1pp |
| Annual return | 3.39% | -1.33%+4.7pp | -7.78%+11.2pp | 4.30%-0.9pp |
| Employer contribution / active EE | $0 | $35,026-100.0% | $35,026-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $7,482-100.0% | $7,297-100.0% | $5,788-100.0% |
| Admin fee / account holder | $28,971 | $30,030-3.5% | $30,030-3.5% | $12,997+122.9% |