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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 | $15,051 | $40,275-62.6% | $57,356-73.8% | $59,633-74.8% |
| Participation rate | 97.0% | 69.1%+27.8pp | 75.1%+21.9pp | 68.7%+28.3pp |
| Annual return | 2.47% | 27.52%-25.1pp | 24.41%-21.9pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $715 | $2,820-74.7% | $3,357-78.7% | $4,297-83.4% |