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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 | $93,201 | $182,442-48.9% | $163,379-43.0% | $138,895-32.9% |
| Participation rate | 87.0% | 79.8%+7.2pp | 76.8%+10.1pp | 79.9%+7.0pp |
| Annual return | 16.98% | 72.74%-55.8pp | 63.41%-46.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,193 | $10,396-40.4% | $9,818-36.9% | $12,562-50.7% |