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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 | $103,630 | $99,053+4.6% | $88,179+17.5% | $138,895-25.4% |
| Participation rate | 77.8% | 74.2%+3.5pp | 69.1%+8.6pp | 79.9%-2.1pp |
| Annual return | 11.70% | 78.17%-66.5pp | 64.97%-53.3pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,050 | $8,748-65.1% | $7,673-60.2% | $12,562-75.7% |