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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 | $37,104 | $97,881-62.1% | $80,004-53.6% | $125,389-70.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 73.0%+2.0pp | 83.2%-8.2pp |
| Annual return | -1.22% | 9.36%-10.6pp | 7.63%-8.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $754 | $6,278-88.0% | $5,033-85.0% | $9,541-92.1% |