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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 | $101,693 | $81,476+24.8% | $102,383-0.7% | $80,925+25.7% |
| Participation rate | 97.1% | 66.8%+30.3pp | 74.5%+22.6pp | 67.7%+29.5pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,228 | $6,717-81.7% | $8,391-85.4% | $6,940-82.3% |