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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 | $27,229 | $77,638-64.9% | $156,551-82.6% | $62,881-56.7% |
| Participation rate | 93.2% | 71.2%+22.0pp | 84.0%+9.2pp | 69.3%+23.9pp |
| Annual return | 4.66% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,569 | $5,561-71.8% | $13,028-88.0% | $4,296-63.5% |