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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 | $10,892 | $37,446-70.9% | $77,557-86.0% | $79,859-86.4% |
| Participation rate | 94.3% | 41.5%+52.8pp | 54.2%+40.1pp | 69.6%+24.6pp |
| Annual return | 12.62% | 39.77%-27.2pp | 54.83%-42.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $864 | $2,507-65.6% | $2,860-69.8% | $5,307-83.7% |