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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 | $63,082 | $81,358-22.5% | $155,556-59.4% | $80,959-22.1% |
| Participation rate | 81.6% | 66.3%+15.3pp | 78.2%+3.4pp | 67.7%+13.9pp |
| Annual return | 14.38% | 33.39%-19.0pp | 64.84%-50.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,630 | $7,994-79.6% | $15,885-89.7% | $6,925-76.5% |