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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 | $47,358 | $69,541-31.9% | $59,899-20.9% | $135,380-65.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.7%+11.0pp | 82.6%+3.1pp |
| Annual return | 0.78% | 7.95%-7.2pp | 3.46%-2.7pp | 519.81%-519.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $704 | $5,737-87.7% | $3,592-80.4% | $10,828-93.5% |