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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 | $46,133 | $50,947-9.4% | $74,551-38.1% | $64,173-28.1% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.1%+28.9pp | 69.6%+28.5pp |
| Annual return | 36.56% | -1.85%+38.4pp | 32.53%+4.0pp | 7.63%+28.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,926 | $4,221-54.4% | $5,059-61.9% | $4,887-60.6% |