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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 | $135,274 | $86,940+55.6% | $102,434+32.1% | $80,935+67.1% |
| Participation rate | 88.1% | 72.4%+15.7pp | 76.5%+11.6pp | 67.7%+20.5pp |
| Annual return | 14.55% | 18.89%-4.3pp | 29.46%-14.9pp | 35.66%-21.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,082 | $8,047-61.7% | $9,462-67.4% | $6,924-55.5% |