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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 | $90,128 | $48,078+87.5% | $78,676+14.6% | $62,881+43.3% |
| Participation rate | 97.6% | 65.2%+32.4pp | 73.6%+24.1pp | 69.3%+28.3pp |
| Annual return | 6.71% | 31.36%-24.6pp | 62.19%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,825 | $3,206-43.1% | $4,510-59.5% | $4,296-57.5% |