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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 | $30,404 | $111,878-72.8% | $93,727-67.6% | $145,897-79.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.16% | 204.28%-196.1pp | 133.83%-125.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,180 | $3,092-29.5% | $2,421-10.0% | $4,663-53.3% |
| Participant deferral / active EE | $2,210 | $4,920-55.1% | $4,417-50.0% | $6,689-67.0% |
| Admin fee / account holder | $9,129 | $10,256-11.0% | $8,292+10.1% | $13,390-31.8% |