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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 | $101,808 | $154,209-34.0% | $130,062-21.7% | $139,487-27.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 14.26% | 32.52%-18.3pp | -137.37%+151.6pp | 373.84%-359.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,470 | $6,709+56.1% | $5,821+79.9% | $6,713+56.0% |
| Admin fee / account holder | $2,459 | $13,988-82.4% | $10,601-76.8% | $11,407-78.4% |