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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 | $67,004 | $98,776-32.2% | $149,745-55.3% | $79,856-16.1% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.1pp |
| Annual return | 27.96% | 27.38%+0.6pp | 276.72%-248.8pp | 31.71%-3.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,567 | $6,053-74.1% | $9,312-83.2% | $5,306-70.5% |