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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 | $23,053 | $89,532-74.3% | $103,447-77.7% | $80,925-71.5% |
| Participation rate | 91.7% | 76.0%+15.6pp | 80.5%+11.1pp | 67.7%+24.0pp |
| Annual return | 53.86% | 22.80%+31.1pp | 23.92%+29.9pp | 35.65%+18.2pp |
| Employer contribution / active EE | $0 | $4,023-100.0% | $4,678-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $5,459-100.0% | $6,624-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,552 | $6,774-77.1% | $9,415-83.5% | $6,940-77.6% |