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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 | $74,535-65.1% | $100,712-74.2% | $82,637-68.5% |
| Participation rate | 95.1% | 61.2%+33.9pp | 69.3%+25.8pp | 68.1%+27.0pp |
| Annual return | 14.68% | 18.92%-4.2pp | 33.27%-18.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $752 | $6,576-88.6% | $9,256-91.9% | $7,339-89.8% |