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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 | $202,581 | $68,586+195.4% | $120,380+68.3% | $80,911+150.4% |
| Participation rate | 84.6% | 61.6%+23.0pp | 71.9%+12.7pp | 67.6%+17.0pp |
| Annual return | 15.22% | 23.62%-8.4pp | 107.28%-92.1pp | 35.63%-20.4pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,992-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,872 | $5,733-32.5% | $9,421-58.9% | $6,935-44.2% |