Filed October 27, 2025
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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 | $22,232 | $57,828-61.6% | $117,039-81.0% | $70,126-68.3% |
| Participation rate | 95.2% | 67.1%+28.1pp | 77.2%+18.1pp | 69.5%+25.7pp |
| Annual return | 19.81% | 17.55%+2.3pp | 18.95%+0.9pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $949 | $3,548-73.2% | $5,974-84.1% | $4,645-79.6% |