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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 | $33,084 | $77,449-57.3% | $69,483-52.4% | $152,909-78.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.64% | 39.09%-21.5pp | 28.99%-11.3pp | 345.46%-327.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,628 | $4,415-63.1% | $3,537-54.0% | $5,851-72.2% |
| Admin fee / account holder | $966 | $6,210-84.4% | $3,841-74.8% | $11,601-91.7% |