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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 | $144,198 | $71,197+102.5% | $93,669+53.9% | $80,925+78.2% |
| Participation rate | 82.5% | 60.4%+22.1pp | 68.7%+13.8pp | 67.7%+14.8pp |
| Annual return | 19.42% | 11.27%+8.2pp | 133.59%-114.2pp | 35.65%-16.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $24,677 | $6,959+254.6% | $8,291+197.6% | $6,940+255.6% |