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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 | $143,711 | $77,638+85.1% | $156,552-8.2% | $62,881+128.5% |
| Participation rate | 98.1% | 71.2%+26.9pp | 84.0%+14.1pp | 69.3%+28.8pp |
| Annual return | 6.47% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,896 | $5,561-12.0% | $13,028-62.4% | $4,296+14.0% |