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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 | $47,152 | $98,240-52.0% | $82,312-42.7% | $147,586-68.1% |
| Participation rate | 87.0% | 79.7%+7.2pp | 76.9%+10.1pp | 82.8%+4.1pp |
| Annual return | 9.19% | 30.85%-21.7pp | 25.88%-16.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $67,628 | $8,563+689.8% | $5,608+1106.0% | $10,886+521.3% |