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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 | $33,432 | $54,541-38.7% | $78,778-57.6% | $70,126-52.3% |
| Participation rate | 98.0% | 60.8%+37.2pp | 69.2%+28.8pp | 69.5%+28.4pp |
| Annual return | 14.00% | 21.07%-7.1pp | 35.62%-21.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,079 | $3,709-70.9% | $5,134-79.0% | $4,645-76.8% |