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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 | $38,129 | $78,668-51.5% | $109,152-65.1% | $85,854-55.6% |
| Participation rate | 80.3% | 68.3%+12.1pp | 75.9%+4.5pp | 69.3%+11.0pp |
| Annual return | 13.06% | 25.09%-12.0pp | 25.75%-12.7pp | 318.56%-305.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,387 | $5,469-38.1% | $6,753-49.9% | $6,260-45.9% |