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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 | $6,744 | $88,996-92.4% | $78,004-91.4% | $138,895-95.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 15.76% | 28.03%-12.3pp | 31.07%-15.3pp | 145.39%-129.6pp |
| Employer contribution / active EE | $4,363 | $2,917+49.6% | $2,469+76.7% | $4,194+4.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,003 | $8,807-77.3% | $7,578-73.6% | $12,562-84.1% |