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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 | $26,010 | $77,574-66.5% | $108,753-76.1% | $86,983-70.1% |
| Participation rate | 95.1% | 62.3%+32.8pp | 71.1%+24.0pp | 69.5%+25.5pp |
| Annual return | 14.68% | 18.42%-3.7pp | 37.47%-22.8pp | 25.83%-11.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $752 | $6,529-88.5% | $10,320-92.7% | $7,856-90.4% |