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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 | $69,038 | $112,300-38.5% | $90,223-23.5% | $125,389-44.9% |
| Participation rate | 80.0% | 82.9%-2.9pp | 79.0%+1.0pp | 83.2%-3.2pp |
| Annual return | 1.63% | -0.57%+2.2pp | 1.31%+0.3pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,828 | $10,990-28.8% | $7,406+5.7% | $9,541-18.0% |