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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 | $97,770 | $70,435+38.8% | $96,575+1.2% | $85,856+13.9% |
| Participation rate | 88.0% | 61.8%+26.2pp | 69.8%+18.2pp | 69.3%+18.7pp |
| Annual return | 27.71% | 18.59%+9.1pp | 37.79%-10.1pp | 318.58%-290.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,849 | $4,997+77.1% | $6,182+43.1% | $6,261+41.3% |