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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 | $126,173 | $78,672+60.4% | $109,163+15.6% | $85,856+47.0% |
| Participation rate | 96.4% | 68.3%+28.2pp | 75.9%+20.5pp | 69.3%+27.1pp |
| Annual return | 24.14% | 25.09%-1.0pp | 25.75%-1.6pp | 318.58%-294.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,524 | $5,470-35.6% | $6,754-47.8% | $6,261-43.7% |