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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 | $36,685 | $124,346-70.5% | $111,308-67.0% | $167,536-78.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.32% | 37.45%-27.1pp | 54.67%-44.3pp | 478.82%-468.5pp |
| Employer contribution / active EE | $1,200 | $3,437-65.1% | $2,732-56.1% | $4,839-75.2% |
| Participant deferral / active EE | $26,000 | $5,182+401.8% | $4,487+479.4% | $6,342+309.9% |
| Admin fee / account holder | $2,099 | $10,621-80.2% | $7,965-73.6% | $12,315-83.0% |