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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 | $12,296 | $45,872-73.2% | $77,100-84.1% | $68,490-82.0% |
| Participation rate | 97.1% | 55.9%+41.1pp | 67.9%+29.1pp | 67.9%+29.2pp |
| Annual return | 3.47% | 1.73%+1.7pp | 42.35%-38.9pp | -7.85%+11.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,009 | $3,041-66.8% | $5,443-81.5% | $5,403-81.3% |