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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 | $43,329 | $102,065-57.5% | $453,569-90.4% | $85,847-49.5% |
| Participation rate | 90.4% | 72.4%+18.0pp | 78.0%+12.4pp | 69.3%+21.1pp |
| Annual return | 16.59% | 25.44%-8.8pp | 64.43%-47.8pp | 318.61%-302.0pp |
| Employer contribution / active EE | $0 | $2,852-100.0% | $4,072-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $700 | $5,717-87.8% | $11,214-93.8% | $6,261-88.8% |