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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 | $108,527 | $125,778-13.7% | $114,563-5.3% | $154,746-29.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.9%+12.8pp | 80.7%+5.0pp |
| Annual return | 12.19% | 295.14%-283.0pp | 241.09%-228.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,781 | $8,190+7.2% | $7,623+15.2% | $14,365-38.9% |