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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 | $66,721 | $59,819+11.5% | $79,583-16.2% | $68,490-2.6% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.5%+25.2pp | 67.9%+26.8pp |
| Annual return | 4.00% | -12.30%+16.3pp | 0.16%+3.8pp | -7.85%+11.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,422 | $4,835+53.5% | $6,835+8.6% | $5,403+37.4% |