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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 | $59,764 | $251,004-76.2% | $191,597-68.8% | $138,895-57.0% |
| Participation rate | 90.0% | 82.4%+7.6pp | 76.9%+13.1pp | 79.9%+10.1pp |
| Annual return | 9.43% | 31.05%-21.6pp | 27.07%-17.6pp | 145.39%-136.0pp |
| Employer contribution / active EE | $0 | $6,226-100.0% | $5,025-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,154-100.0% | $6,850-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,741 | $31,471-91.3% | $22,799-88.0% | $12,562-78.2% |