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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 | $68,378 | $48,267+41.7% | $68,808-0.6% | $68,486-0.2% |
| Participation rate | 70.6% | 60.7%+9.9pp | 69.0%+1.6pp | 67.9%+2.7pp |
| Annual return | -14.64% | -12.70%-1.9pp | -6.37%-8.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $18,444 | $4,362+322.8% | $4,936+273.7% | $5,404+241.3% |