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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 | $100,634 | $192,737-47.8% | $142,460-29.4% | $139,456-27.8% |
| Participation rate | 80.0% | 81.5%-1.5pp | 76.8%+3.2pp | 80.3%-0.3pp |
| Annual return | 13.91% | 17.99%-4.1pp | 19.99%-6.1pp | 373.45%-359.5pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $7,208-100.0% | $6,283-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,600 | $15,125-63.0% | $10,011-44.1% | $11,407-50.9% |