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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 | $62,408 | $70,684-11.7% | $169,390-63.2% | $75,173-17.0% |
| Participation rate | 87.5% | 64.8%+22.7pp | 77.2%+10.3pp | 67.2%+20.3pp |
| Annual return | 15.70% | 36.38%-20.7pp | 406.07%-390.4pp | 160.72%-145.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,222-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,866 | $5,404+8.6% | $9,015-34.9% | $5,651+3.8% |