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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 | $27,499 | $90,538-69.6% | $88,457-68.9% | $154,746-82.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 14.32% | 37.97%-23.6pp | 32.69%-18.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $4,914-100.0% | $4,681-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $5,667-100.0% | $6,730-100.0% |
| Admin fee / account holder | $24,471 | $10,337+136.7% | $9,606+154.7% | $14,365+70.3% |