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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 | $12,280 | $69,541-82.3% | $59,899-79.5% | $135,380-90.9% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.7%-1.4pp | 82.6%-9.3pp |
| Annual return | -4.35% | 7.95%-12.3pp | 3.46%-7.8pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,312 | $5,737-59.7% | $3,592-35.6% | $10,828-78.6% |