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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 | $66,087 | $56,339+17.3% | $104,301-36.6% | $68,495-3.5% |
| Participation rate | 81.4% | 63.3%+18.1pp | 73.3%+8.1pp | 67.9%+13.5pp |
| Annual return | -17.38% | -9.19%-8.2pp | 24.61%-42.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,537 | $4,902-48.2% | $7,340-65.4% | $5,403-53.1% |