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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 | $72,593 | $116,203-37.5% | $93,621-22.5% | $152,909-52.5% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.8%+17.9pp | 82.5%+11.3pp |
| Annual return | 21.49% | 35.96%-14.5pp | 32.76%-11.3pp | 345.46%-324.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $666 | $10,751-93.8% | $7,890-91.6% | $11,601-94.3% |