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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 | $25,003 | $61,660-59.5% | $80,022-68.8% | $64,173-61.0% |
| Participation rate | 88.7% | 71.7%+17.0pp | 75.8%+12.8pp | 69.6%+19.1pp |
| Annual return | -0.44% | -0.33%-0.1pp | 11.22%-11.7pp | 7.63%-8.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $424 | $5,417-92.2% | $6,521-93.5% | $4,887-91.3% |