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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 | $107,809-92.0% | $97,032-91.2% | $155,188-94.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.99% | 38.06%-18.1pp | 35.38%-15.4pp | 148.84%-128.8pp |
| Employer contribution / active EE | $7,608 | $2,911+161.3% | $2,629+189.4% | $4,248+79.1% |
| Participant deferral / active EE | $11,785 | $5,129+129.7% | $4,672+152.2% | $6,531+80.4% |
| Admin fee / account holder | $1,888 | $10,717-82.4% | $9,418-80.0% | $14,480-87.0% |