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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 | $36,004 | $105,960-66.0% | $81,726-55.9% | $158,982-77.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.67% | 38.19%-22.5pp | 29.49%-13.8pp | 302.99%-287.3pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $37,908 | $13,011+191.3% | $7,108+433.3% | $5,983+533.5% |
| Admin fee / account holder | $3,122 | $8,494-63.2% | $5,160-39.5% | $11,252-72.3% |