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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 | $25,174 | $70,430-64.3% | $96,572-73.9% | $85,851-70.7% |
| Participation rate | 98.5% | 61.8%+36.6pp | 69.8%+28.6pp | 69.3%+29.1pp |
| Annual return | 19.63% | 18.58%+1.0pp | 37.79%-18.2pp | 318.63%-299.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,495 | $4,996-70.1% | $6,183-75.8% | $6,261-76.1% |