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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 | $46,355 | $77,449-40.1% | $69,483-33.3% | $152,909-69.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.5%+6.4pp |
| Annual return | 17.16% | 39.09%-21.9pp | 28.99%-11.8pp | 345.46%-328.3pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,932 | $6,210-20.6% | $3,841+28.4% | $11,601-57.5% |