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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 | $66,986 | $75,963-11.8% | $97,995-31.6% | $70,124-4.5% |
| Participation rate | 80.6% | 77.0%+3.6pp | 82.4%-1.8pp | 69.5%+11.0pp |
| Annual return | 13.13% | 19.26%-6.1pp | 23.94%-10.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,983 | $5,407-44.8% | $5,943-49.8% | $4,645-35.8% |