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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 | $84,841 | $208,088-59.2% | $186,193-54.4% | $154,746-45.2% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.1%+14.6pp | 80.7%+11.0pp |
| Annual return | 12.84% | 89.97%-77.1pp | 78.03%-65.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,667 | $11,698-51.6% | $11,058-48.8% | $14,365-60.5% |