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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 | $131,006 | $71,230+83.9% | $93,727+39.8% | $80,959+61.8% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.7%+3.8pp |
| Annual return | 13.94% | 11.26%+2.7pp | 133.83%-119.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,575 | $6,961+80.7% | $8,292+51.7% | $6,925+81.6% |