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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 | $73,452 | $62,586+17.4% | $76,766-4.3% | $64,181+14.4% |
| Participation rate | 92.5% | 72.8%+19.7pp | 77.0%+15.5pp | 69.6%+22.9pp |
| Annual return | -1.84% | -1.95%+0.1pp | 2.43%-4.3pp | 7.63%-9.5pp |
| 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 | $52,339 | $4,667+1021.5% | $6,675+684.1% | $4,887+970.9% |