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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 | $43,008 | $51,638-16.7% | $129,406-66.8% | $80,959-46.9% |
| Participation rate | 92.3% | 56.9%+35.4pp | 69.6%+22.7pp | 67.7%+24.6pp |
| Annual return | 12.72% | 20.78%-8.1pp | 9468.18%-9455.5pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,931 | $4,313+153.4% | $7,689+42.2% | $6,925+57.8% |