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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 | $68,878+194.1% | $120,574+68.0% | $80,935+150.3% |
| Participation rate | 84.6% | 61.7%+22.9pp | 71.9%+12.7pp | 67.7%+17.0pp |
| Annual return | 15.22% | 23.67%-8.4pp | 107.42%-92.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,872 | $5,782-33.0% | $9,445-59.0% | $6,924-44.1% |