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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 | $20,111 | $53,546-62.4% | $69,884-71.2% | $68,486-70.6% |
| Participation rate | 91.4% | 64.5%+26.9pp | 70.5%+21.0pp | 67.9%+23.5pp |
| Annual return | -12.84% | -13.87%+1.0pp | 190.81%-203.7pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $647 | $4,693-86.2% | $6,266-89.7% | $5,404-88.0% |