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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 | $81,252 | $50,947+59.5% | $74,551+9.0% | $64,173+26.6% |
| Participation rate | 92.5% | 61.1%+31.4pp | 69.1%+23.4pp | 69.6%+22.9pp |
| Annual return | 3.87% | -1.85%+5.7pp | 32.53%-28.7pp | 7.63%-3.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16,910 | $4,221+300.6% | $5,059+234.3% | $4,887+246.0% |