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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 | $36,135 | $69,248-47.8% | $64,101-43.6% | $139,466-74.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.26% | 45.95%-27.7pp | 33.72%-15.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,390 | $3,185-25.0% | $2,749-13.1% | $4,754-49.7% |
| Participant deferral / active EE | $2,662 | $4,682-43.1% | $3,881-31.4% | $6,712-60.3% |
| Admin fee / account holder | $965 | $4,247-77.3% | $3,070-68.6% | $11,409-91.5% |