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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 | $30,778 | $51,708-40.5% | $106,619-71.1% | $62,881-51.1% |
| Participation rate | 72.0% | 66.9%+5.1pp | 78.0%-6.0pp | 69.3%+2.7pp |
| Annual return | 10.20% | 4.69%+5.5pp | 9.42%+0.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,143 | $3,349-65.9% | $6,418-82.2% | $4,296-73.4% |