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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 | $14,439 | $46,599-69.0% | $64,101-77.5% | $75,173-80.8% |
| Participation rate | 86.8% | 65.9%+20.9pp | 72.3%+14.5pp | 67.2%+19.6pp |
| Annual return | 25.72% | 26.06%-0.3pp | 33.72%-8.0pp | 160.72%-135.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,203 | $2,956-25.5% | $3,070-28.2% | $5,651-61.0% |