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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 | $123,155-4.0% | $108,753+8.7% | $155,188-23.8% |
| Participation rate | 90.9% | 75.6%+15.3pp | 71.1%+19.8pp | 80.8%+10.1pp |
| Annual return | 12.74% | 44.73%-32.0pp | 37.47%-24.7pp | 148.84%-136.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,605 | $12,126-4.3% | $10,320+12.5% | $14,480-19.9% |