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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 | $83,472 | $86,701-3.7% | $73,309+13.9% | $125,389-33.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.50% | 2.78%-1.3pp | 5.67%-4.2pp | 282.24%-280.7pp |
| Employer contribution / active EE | $14,163 | $4,152+241.1% | $3,237+337.5% | $4,866+191.1% |
| Participant deferral / active EE | $12,428 | $5,549+124.0% | $4,991+149.0% | $5,352+132.2% |
| Admin fee / account holder | $1,437 | $7,768-81.5% | $5,635-74.5% | $9,541-84.9% |