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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 | $77,470 | $83,908-7.7% | $68,509+13.1% | $125,388-38.2% |
| Participation rate | 93.8% | 78.2%+15.6pp | 74.7%+19.0pp | 83.2%+10.6pp |
| Annual return | 0.60% | 14.48%-13.9pp | 8.27%-7.7pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,330 | $8,982-74.1% | $5,275-55.8% | $9,541-75.6% |