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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 | $7,132 | $58,311-87.8% | $81,882-91.3% | $80,959-91.2% |
| Participation rate | 93.3% | 63.5%+29.8pp | 72.4%+20.9pp | 67.7%+25.7pp |
| Annual return | 18.11% | 41.85%-23.7pp | 779.47%-761.4pp | 35.67%-17.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,796 | $4,752+127.2% | $7,360+46.7% | $6,925+55.9% |