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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 | $31,905 | $39,162-18.5% | $100,671-68.3% | $59,633-46.5% |
| Participation rate | 93.6% | 55.9%+37.8pp | 70.7%+22.9pp | 68.7%+24.9pp |
| Annual return | -0.14% | 21.07%-21.2pp | 20.43%-20.6pp | 2041.47%-2041.6pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,510 | $2,969-49.1% | $4,850-68.9% | $4,297-64.9% |