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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 | $212,992 | $167,415+27.2% | $140,514+51.6% | $198,609+7.2% |
| Participation rate | 71.4% | 80.9%-9.5pp | 77.8%-6.4pp | 82.4%-10.9pp |
| Annual return | 7.12% | 13.85%-6.7pp | 14.36%-7.2pp | 202.70%-195.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $37,467 | $16,730+123.9% | $13,697+173.5% | $19,030+96.9% |