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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 | $13,899 | $43,075-67.7% | $74,577-81.4% | $62,881-77.9% |
| Participation rate | 98.0% | 58.1%+39.9pp | 68.1%+29.9pp | 69.3%+28.7pp |
| Annual return | 16.22% | 17.50%-1.3pp | 20.47%-4.2pp | 20.14%-3.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $308 | $2,840-89.2% | $4,138-92.6% | $4,296-92.8% |