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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 | $32,474 | $35,183-7.7% | $73,550-55.8% | $70,126-53.7% |
| Participation rate | 93.9% | 42.9%+50.9pp | 54.9%+39.0pp | 69.5%+24.3pp |
| Annual return | 15.50% | 26.90%-11.4pp | -15.16%+30.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,675 | $2,302-27.2% | $2,320-27.8% | $4,645-63.9% |