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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 | $91,181 | $101,778-10.4% | $164,975-44.7% | $80,925+12.7% |
| Participation rate | 84.4% | 71.8%+12.5pp | 78.6%+5.8pp | 67.7%+16.7pp |
| Annual return | 14.67% | 16.73%-2.1pp | 70.12%-55.4pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,992 | $8,221-63.6% | $12,688-76.4% | $6,940-56.9% |