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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 | $25,360 | $58,493-56.6% | $84,021-69.8% | $72,975-65.2% |
| Participation rate | 79.1% | 61.2%+17.8pp | 69.0%+10.1pp | 69.5%+9.6pp |
| Annual return | 17.89% | 28.93%-11.0pp | 71.32%-53.4pp | 81.01%-63.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,345 | $4,569-70.6% | $6,102-78.0% | $5,124-73.7% |