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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 | $61,750 | $51,708+19.4% | $106,619-42.1% | $62,881-1.8% |
| Participation rate | 95.4% | 66.9%+28.5pp | 78.0%+17.4pp | 69.3%+26.1pp |
| Annual return | 4.68% | 4.69%0pp | 9.42%-4.7pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,093 | $3,349-67.4% | $6,418-83.0% | $4,296-74.6% |