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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 | $41,040 | $140,592-70.8% | $123,105-66.7% | $125,389-67.3% |
| Participation rate | 71.4% | 88.2%-16.8pp | 86.8%-15.3pp | 83.2%-11.8pp |
| Annual return | 1.15% | 16.80%-15.6pp | 13.22%-12.1pp | 282.24%-281.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $651 | $11,198-94.2% | $9,014-92.8% | $9,541-93.2% |