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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 | $58,360 | $87,834-33.6% | $133,975-56.4% | $62,881-7.2% |
| Participation rate | 95.0% | 83.4%+11.6pp | 87.1%+7.9pp | 69.3%+25.7pp |
| Annual return | 8.36% | 12.05%-3.7pp | 29.29%-20.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,103 | $5,372-23.6% | $9,324-56.0% | $4,296-4.5% |