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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 | $47,095 | $209,374-77.5% | $204,484-77.0% | $479,618-90.2% |
| Participation rate | 100.0% | 90.3%+9.7pp | 87.2%+12.8pp | 89.3%+10.7pp |
| Annual return | 0.40% | 0.62%-0.2pp | 1.17%-0.8pp | 101.32%-100.9pp |
| Employer contribution / active EE | $0 | $3,026-100.0% | $3,236-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $10,567-100.0% | $9,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $12,086 | $3,921+208.2% | $4,140+191.9% | $12,520-3.5% |