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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 | $14,741 | $57,073-74.2% | $85,126-82.7% | $80,925-81.8% |
| Participation rate | 84.6% | 56.4%+28.2pp | 67.5%+17.1pp | 67.7%+17.0pp |
| Annual return | 19.69% | 21.69%-2.0pp | 66.63%-46.9pp | 35.65%-16.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,099 | $4,988-78.0% | $6,160-82.2% | $6,940-84.2% |