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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 | $43,900 | $103,393-57.5% | $87,103-49.6% | $152,909-71.3% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.9%+0.9pp | 82.5%-4.7pp |
| Annual return | 13.83% | 28.10%-14.3pp | 28.19%-14.4pp | 345.46%-331.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,495 | $12,195-38.5% | $7,4910% | $11,601-35.4% |