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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 | $24,866 | $114,013-78.2% | $103,693-76.0% | $155,188-84.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.44% | 49.31%-32.9pp | 47.61%-31.2pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,305 | $4,970+268.3% | $4,579+299.7% | $6,531+180.3% |
| Admin fee / account holder | $2,607 | $8,407-69.0% | $7,858-66.8% | $14,480-82.0% |