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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 | $74,555 | $116,203-35.8% | $93,621-20.4% | $152,897-51.2% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.8%+7.5pp | 82.5%+0.9pp |
| Annual return | 15.83% | 35.96%-20.1pp | 32.76%-16.9pp | 345.43%-329.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,714 | $10,751-46.9% | $7,890-27.6% | $11,599-50.7% |