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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 | $44,427 | $91,559-51.5% | $133,971-66.8% | $79,852-44.4% |
| Participation rate | 77.5% | 73.3%+4.2pp | 79.8%-2.3pp | 69.6%+7.9pp |
| Annual return | 11.12% | 61.85%-50.7pp | 45.09%-34.0pp | 31.72%-20.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,299 | $6,321-47.8% | $8,929-63.1% | $5,306-37.8% |