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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 | $56,195 | $45,872+22.5% | $77,081-27.1% | $68,495-18.0% |
| Participation rate | 96.7% | 55.9%+40.7pp | 67.9%+28.8pp | 67.9%+28.8pp |
| Annual return | -15.31% | 1.73%-17.0pp | 42.33%-57.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,428-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,741 | $3,041-42.8% | $5,427-67.9% | $5,403-67.8% |