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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 | $84,570-67.5% | $85,946-68.0% | $155,188-82.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.32% | 35.96%-21.6pp | 31.33%-17.0pp | 148.84%-134.5pp |
| Employer contribution / active EE | $0 | $4,651-100.0% | $4,539-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,847-100.0% | $5,465-100.0% | $6,531-100.0% |
| Admin fee / account holder | $24,471 | $12,225+100.2% | $11,250+117.5% | $14,480+69.0% |