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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 | $158,014 | $95,867+64.8% | $79,551+98.6% | $134,493+17.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.63% | -2.73%+3.4pp | 0.14%+0.5pp | 418.01%-417.4pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,692-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,580 | $9,127-82.7% | $6,833-76.9% | $11,425-86.2% |