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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 | $60,448 | $419,767-85.6% | $1,127,994-94.6% | $419,767-85.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 66.7%+33.3pp | 79.5%+20.5pp |
| Annual return | 18.57% | 13.10%+5.5pp | 11.13%+7.4pp | 13.10%+5.5pp |
| Employer contribution / active EE | $0 | $15,831-100.0% | $25,095-100.0% | $15,831-100.0% |
| Participant deferral / active EE | $0 | $1,353-100.0% | $18,849-100.0% | $1,353-100.0% |
| Admin fee / account holder | $862 | $3,971-78.3% | $21,464-96.0% | $3,971-78.3% |