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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 | $34,305 | $69,248-50.5% | $64,101-46.5% | $139,466-75.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.75% | 45.95%-30.2pp | 33.72%-18.0pp | 373.66%-357.9pp |
| Employer contribution / active EE | $3,158 | $3,185-0.8% | $2,749+14.9% | $4,754-33.6% |
| Participant deferral / active EE | $3,158 | $4,682-32.6% | $3,881-18.6% | $6,712-52.9% |
| Admin fee / account holder | $5,720 | $4,247+34.7% | $3,070+86.3% | $11,409-49.9% |