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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 | $181,276 | $100,194+80.9% | $122,979+47.4% | $86,983+108.4% |
| Participation rate | 92.0% | 73.0%+19.0pp | 77.2%+14.8pp | 69.5%+22.5pp |
| Annual return | 12.72% | 16.47%-3.8pp | 20.12%-7.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,932 | $10,148-51.4% | $12,864-61.7% | $7,856-37.2% |