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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 | $8,576 | $97,125-91.2% | $86,233-90.1% | $137,256-93.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.99% | 74.19%-54.2pp | 61.39%-41.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $7,608 | $2,841+167.8% | $2,504+203.8% | $4,156+83.1% |
| Participant deferral / active EE | $11,785 | $5,180+127.5% | $4,559+158.5% | $6,407+83.9% |
| Admin fee / account holder | $1,888 | $9,725-80.6% | $8,342-77.4% | $12,270-84.6% |