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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 | $61,495 | $62,583-1.7% | $76,767-19.9% | $64,173-4.2% |
| Participation rate | 94.5% | 72.8%+21.7pp | 77.0%+17.6pp | 69.6%+25.0pp |
| Annual return | 32.22% | -1.95%+34.2pp | 2.43%+29.8pp | 7.63%+24.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,775 | $4,667-62.0% | $6,675-73.4% | $4,887-63.7% |