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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 | $21,715 | $49,177-55.8% | $79,467-72.7% | $64,173-66.2% |
| Participation rate | 98.5% | 65.0%+33.5pp | 73.3%+25.1pp | 69.6%+28.9pp |
| Annual return | 5.69% | -1.16%+6.8pp | 718.30%-712.6pp | 7.63%-1.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,404 | $3,839-63.4% | $5,104-72.5% | $4,887-71.3% |