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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 | $32,773 | $92,219-64.5% | $76,767-57.3% | $135,380-75.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.24% | 5.46%-4.2pp | 2.43%-1.2pp | 519.81%-518.6pp |
| Employer contribution / active EE | $1,048 | $3,216-67.4% | $2,485-57.8% | $4,779-78.1% |
| Participant deferral / active EE | $1,695 | $4,508-62.4% | $3,852-56.0% | $5,609-69.8% |
| Admin fee / account holder | $4,569 | $10,749-57.5% | $6,675-31.6% | $10,828-57.8% |