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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 | $47,017 | $96,524-51.3% | $75,900-38.1% | $152,909-69.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.5%+6.4pp |
| Annual return | 18.46% | 33.93%-15.5pp | 30.73%-12.3pp | 345.46%-327.0pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,819 | $8,082-65.1% | $5,421-48.0% | $11,601-75.7% |