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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 | $44,765 | $132,310-66.2% | $105,754-57.7% | $273,972-83.7% |
| Participation rate | 71.4% | 83.2%-11.8pp | 78.9%-7.5pp | 83.0%-11.6pp |
| Annual return | 9.41% | 10.08%-0.7pp | 12.25%-2.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,437 | $12,036-71.4% | $8,309-58.6% | $10,133-66.1% |