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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 | $66,523 | $62,583+6.3% | $76,767-13.3% | $64,173+3.7% |
| Participation rate | 86.7% | 72.8%+13.8pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | 0.56% | -1.95%+2.5pp | 2.43%-1.9pp | 7.63%-7.1pp |
| 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% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $19,784 | $4,667+323.9% | $6,675+196.4% | $4,887+304.8% |