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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 | $118,263 | $124,980-5.4% | $108,359+9.1% | $154,746-23.6% |
| Participation rate | 90.9% | 75.2%+15.7pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 12.74% | 45.00%-32.3pp | 36.89%-24.1pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,605 | $11,502+0.9% | $9,741+19.1% | $14,365-19.2% |