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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 | $97,418 | $59,813+62.9% | $79,580+22.4% | $68,486+42.2% |
| Participation rate | 81.8% | 61.1%+20.8pp | 69.5%+12.3pp | 67.9%+13.9pp |
| Annual return | 14.51% | -12.30%+26.8pp | 0.15%+14.4pp | -7.85%+22.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,657 | $4,835+223.8% | $6,835+129.1% | $5,404+189.7% |