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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 | $27,582 | $52,911-47.9% | $73,309-62.4% | $59,633-53.7% |
| Participation rate | 85.3% | 68.2%+17.1pp | 74.9%+10.4pp | 68.7%+16.6pp |
| Annual return | -0.69% | 12.20%-12.9pp | 5.67%-6.4pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,673 | $3,835-56.4% | $5,635-70.3% | $4,297-61.1% |