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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 | $81,016 | $107,809-24.9% | $90,657-10.6% | $135,379-40.2% |
| Participation rate | 93.3% | 78.0%+15.3pp | 74.0%+19.3pp | 82.6%+10.7pp |
| Annual return | 8.32% | -0.90%+9.2pp | 1.89%+6.4pp | 519.79%-511.5pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $33,080 | $5,931+457.8% | $4,994+562.3% | $10,828+205.5% |