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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 | $22,721 | $42,909-47.0% | $60,906-62.7% | $68,486-66.8% |
| Participation rate | 96.2% | 66.8%+29.5pp | 73.1%+23.1pp | 67.9%+28.3pp |
| Annual return | -18.24% | -13.99%-4.2pp | 16.94%-35.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,051 | $3,104-33.9% | $3,227-36.4% | $5,404-62.0% |