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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 | $86,616 | $94,031-7.9% | $115,768-25.2% | $82,448+5.1% |
| Participation rate | 87.9% | 70.4%+17.5pp | 74.4%+13.5pp | 68.1%+19.8pp |
| Annual return | 14.77% | 20.61%-5.8pp | 100.46%-85.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,090 | $10,249-89.4% | $12,439-91.2% | $7,234-84.9% |