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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 | $63,353 | $72,177-12.2% | $115,037-44.9% | $59,633+6.2% |
| Participation rate | 98.1% | 72.6%+25.5pp | 81.4%+16.7pp | 68.7%+29.4pp |
| Annual return | 2.60% | 12.02%-9.4pp | 26.14%-23.5pp | 2041.40%-2038.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $985 | $4,927-80.0% | $8,175-88.0% | $4,297-77.1% |