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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 | $15,882 | $49,255-67.8% | $70,494-77.5% | $79,856-80.1% |
| Participation rate | 88.0% | 69.2%+18.8pp | 75.1%+12.9pp | 69.6%+18.4pp |
| Annual return | 7.19% | 30.10%-22.9pp | 109.16%-102.0pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,588 | $2,879-10.1% | $3,848-32.7% | $5,306-51.2% |