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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 | $39,574 | $68,880-42.5% | $120,580-67.2% | $80,959-51.1% |
| Participation rate | 90.6% | 61.7%+28.9pp | 72.0%+18.7pp | 67.7%+23.0pp |
| Annual return | 19.17% | 23.68%-4.5pp | 107.48%-88.3pp | 35.67%-16.5pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,094 | $5,785-29.2% | $9,418-56.5% | $6,925-40.9% |