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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 | $60,556 | $65,082-7.0% | $81,367-25.6% | $59,632+1.5% |
| Participation rate | 85.2% | 76.0%+9.2pp | 82.3%+2.9pp | 68.7%+16.5pp |
| Annual return | -2.35% | 1.16%-3.5pp | -0.92%-1.4pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $0 | $2,934-100.0% | $3,930-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,083-100.0% | $5,383-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,728 | $7,582-77.2% | $8,926-80.6% | $4,297-59.8% |