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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 | $27,037 | $82,678-67.3% | $125,391-78.4% | $68,490-60.5% |
| Participation rate | 97.5% | 75.1%+22.5pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | 2.75% | -5.97%+8.7pp | 572.41%-569.7pp | -7.85%+10.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $903 | $6,277-85.6% | $10,009-91.0% | $5,403-83.3% |