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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 | $16,277 | $96,956-83.2% | $69,779-76.7% | $273,972-94.1% |
| Participation rate | 88.9% | 77.1%+11.8pp | 71.8%+17.1pp | 83.0%+5.9pp |
| Annual return | 13.58% | 12.93%+0.6pp | 12.99%+0.6pp | 41.46%-27.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $394 | $7,934-95.0% | $4,381-91.0% | $10,133-96.1% |