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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 | $58,671 | $45,438+29.1% | $80,004-26.7% | $59,633-1.6% |
| Participation rate | 98.8% | 63.7%+35.1pp | 73.0%+25.8pp | 68.7%+30.2pp |
| Annual return | 1.04% | 5.10%-4.1pp | 7.63%-6.6pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,396 | $3,464-59.7% | $5,033-72.3% | $4,297-67.5% |