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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 | $81,262-22.4% | $155,602-59.5% | $80,911-22.0% |
| Participation rate | 81.6% | 66.2%+15.3pp | 78.2%+3.4pp | 67.6%+13.9pp |
| Annual return | 14.38% | 33.34%-19.0pp | 64.81%-50.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,630 | $7,992-79.6% | $15,923-89.8% | $6,935-76.5% |