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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 | $97,648-11.3% | $121,663-28.8% | $87,485-1.0% |
| Participation rate | 87.9% | 70.5%+17.4pp | 74.5%+13.4pp | 68.9%+18.9pp |
| Annual return | 14.77% | 18.03%-3.3pp | 147.54%-132.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,090 | $11,100-90.2% | $14,289-92.4% | $7,775-86.0% |