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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 | $43,629 | $62,586-30.3% | $76,766-43.2% | $64,181-32.0% |
| Participation rate | 83.7% | 72.8%+10.9pp | 77.0%+6.7pp | 69.6%+14.1pp |
| Annual return | 7.91% | -1.95%+9.9pp | 2.43%+5.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,851-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,712 | $4,667+22.4% | $6,675-14.4% | $4,887+16.9% |