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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 | $58,258-87.8% | $81,820-91.3% | $80,925-91.2% |
| Participation rate | 93.3% | 63.5%+29.9pp | 72.4%+20.9pp | 67.7%+25.7pp |
| Annual return | 18.11% | 41.76%-23.7pp | 777.93%-759.8pp | 35.65%-17.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,796 | $4,976+116.9% | $7,391+46.1% | $6,940+55.6% |