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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 | $56,950 | $72,177-21.1% | $115,038-50.5% | $59,633-4.5% |
| Participation rate | 97.5% | 72.6%+24.9pp | 81.4%+16.1pp | 68.7%+28.8pp |
| Annual return | 0.98% | 12.02%-11.0pp | 26.14%-25.2pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,478 | $4,927-9.1% | $8,175-45.2% | $4,297+4.2% |