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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 | $40,839 | $81,331-49.8% | $155,534-73.7% | $80,935-49.5% |
| Participation rate | 74.5% | 66.3%+8.2pp | 78.2%-3.8pp | 67.7%+6.8pp |
| Annual return | 14.98% | 33.37%-18.4pp | 64.92%-49.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,527 | $7,999-68.4% | $15,900-84.1% | $6,924-63.5% |