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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 | $65,760 | $115,911-43.3% | $100,530-34.6% | $158,950-58.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.07% | 34.80%-21.7pp | 30.89%-17.8pp | 302.91%-289.8pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $19,000 | $6,676+184.6% | $6,271+203.0% | $5,983+217.6% |
| Admin fee / account holder | $797 | $10,999-92.8% | $8,083-90.1% | $11,248-92.9% |