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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 | $64,313 | $113,941-43.6% | $94,229-31.7% | $125,389-48.7% |
| Participation rate | 93.3% | 82.9%+10.4pp | 78.8%+14.6pp | 83.2%+10.1pp |
| Annual return | -2.46% | 5.29%-7.7pp | 10.68%-13.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,084 | $8,392-87.1% | $6,269-82.7% | $9,541-88.6% |