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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 | $11,405 | $97,751-88.3% | $103,447-89.0% | $145,877-92.2% |
| Participation rate | 95.8% | 81.1%+14.7pp | 80.5%+15.3pp | 80.3%+15.5pp |
| Annual return | 25.09% | 25.43%-0.3pp | 23.92%+1.2pp | 551.28%-526.2pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,691-100.0% |
| Admin fee / account holder | $466 | $12,515-96.3% | $9,415-95.0% | $13,402-96.5% |