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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 | $121,992 | $117,846+3.5% | $102,434+19.1% | $145,884-16.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.80% | 31.90%-19.1pp | 29.46%-16.7pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $18,514 | $5,733+222.9% | $5,055+266.3% | $6,690+176.8% |
| Admin fee / account holder | $8,866 | $13,356-33.6% | $9,462-6.3% | $13,392-33.8% |