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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 | $44,276 | $65,034-31.9% | $90,970-51.3% | $79,856-44.6% |
| Participation rate | 82.5% | 61.6%+20.8pp | 69.0%+13.4pp | 69.6%+12.8pp |
| Annual return | 16.71% | 30.45%-13.7pp | 134.60%-117.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,977 | $4,536-56.4% | $5,961-66.8% | $5,306-62.7% |