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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 | $38,601 | $52,678-26.7% | $75,784-49.1% | $59,633-35.3% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.8%+2.0pp | 68.7%+9.1pp |
| Annual return | -2.47% | 2.95%-5.4pp | 9.68%-12.2pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,169 | $3,610+15.5% | $5,300-21.3% | $4,297-3.0% |