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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 | $50,750 | $101,795-50.1% | $165,100-69.3% | $80,959-37.3% |
| Participation rate | 82.9% | 71.8%+11.1pp | 78.6%+4.3pp | 67.7%+15.2pp |
| Annual return | 21.24% | 16.73%+4.5pp | 70.21%-49.0pp | 35.67%-14.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $29,626 | $8,221+260.4% | $12,696+133.4% | $6,925+327.8% |