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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 | $78,078 | $70,418+10.9% | $96,570-19.1% | $85,847-9.0% |
| Participation rate | 78.9% | 61.8%+17.1pp | 69.8%+9.0pp | 69.3%+9.6pp |
| Annual return | 15.81% | 18.59%-2.8pp | 37.79%-22.0pp | 318.61%-302.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,763 | $4,995+115.5% | $6,182+74.1% | $6,261+71.9% |