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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 | $36,943 | $104,709-64.7% | $85,705-56.9% | $167,553-78.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 21.78% | 21.45%+0.3pp | 21.49%+0.3pp | 478.89%-457.1pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,959 | $10,036-80.5% | $6,877-71.5% | $12,316-84.1% |