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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 | $101,950-15.0% | $125,529-31.0% | $86,983-0.4% |
| Participation rate | 87.9% | 70.2%+17.7pp | 74.7%+13.2pp | 69.5%+18.3pp |
| Annual return | 14.77% | 18.29%-3.5pp | 202.56%-187.8pp | 25.83%-11.1pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,090 | $12,791-91.5% | $16,298-93.3% | $7,856-86.1% |