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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 | $107,809-3.9% | $97,032+6.8% | $155,188-33.2% |
| Participation rate | 77.8% | 75.5%+2.3pp | 71.6%+6.2pp | 80.8%-3.0pp |
| Annual return | 11.70% | 38.06%-26.4pp | 35.38%-23.7pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,050 | $10,717-71.5% | $9,418-67.6% | $14,480-78.9% |