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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 | $3,063 | $72,071-95.7% | $68,368-95.5% | $137,256-97.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.97% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,667 | $2,788-40.2% | $2,649-37.1% | $4,156-59.9% |
| Participant deferral / active EE | $4,062 | $4,410-7.9% | $4,123-1.5% | $6,407-36.6% |
| Admin fee / account holder | $458 | $5,336-91.4% | $5,150-91.1% | $12,270-96.3% |