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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 | $39,381 | $87,106-54.8% | $105,607-62.7% | $80,935-51.3% |
| Participation rate | 90.2% | 70.4%+19.7pp | 75.3%+14.9pp | 67.7%+22.5pp |
| Annual return | 15.15% | 17.01%-1.9pp | 116.11%-101.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,255 | $8,447-61.5% | $10,958-70.3% | $6,924-53.0% |