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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 | $40,251 | $56,054-28.2% | $171,082-76.5% | $62,881-36.0% |
| Participation rate | 88.9% | 62.9%+26.0pp | 76.7%+12.2pp | 69.3%+19.6pp |
| Annual return | 11.16% | 22.52%-11.4pp | 32.56%-21.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,342 | $3,647-63.2% | $8,520-84.2% | $4,296-68.8% |