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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 | $32,160 | $78,682-59.1% | $109,188-70.5% | $85,851-62.5% |
| Participation rate | 80.8% | 68.3%+12.5pp | 75.9%+4.9pp | 69.3%+11.4pp |
| Annual return | 20.45% | 25.09%-4.6pp | 25.76%-5.3pp | 318.63%-298.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,174 | $5,470+49.4% | $6,755+21.0% | $6,261+30.5% |