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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 | $3,216 | $51,638-93.8% | $68,368-95.3% | $82,448-96.1% |
| Participation rate | 79.6% | 63.6%+16.0pp | 73.8%+5.8pp | 68.1%+11.5pp |
| Annual return | 14.48% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $661 | $4,643-85.8% | $5,150-87.2% | $7,234-90.9% |