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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 | $21,611 | $40,275-46.3% | $57,356-62.3% | $59,633-63.8% |
| Participation rate | 96.8% | 69.1%+27.6pp | 75.1%+21.7pp | 68.7%+28.1pp |
| Annual return | 1.15% | 27.52%-26.4pp | 24.41%-23.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $314 | $2,820-88.9% | $3,357-90.7% | $4,297-92.7% |