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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 | $28,619 | $47,944-40.3% | $67,834-57.8% | $62,881-54.5% |
| Participation rate | 97.1% | 61.1%+36.1pp | 68.8%+28.3pp | 69.3%+27.8pp |
| Annual return | 5.08% | 11.77%-6.7pp | 138.47%-133.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,038 | $3,712-72.0% | $4,622-77.5% | $4,296-75.8% |