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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 | $17,456 | $108,922-84.0% | $100,398-82.6% | $145,978-88.0% |
| Participation rate | 85.7% | 83.0%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 12.82% | 58.04%-45.2pp | 49.32%-36.5pp | 550.52%-537.7pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,144 | $8,450-51.0% | $8,084-48.7% | $6,690-38.0% |
| Admin fee / account holder | $2,989 | $9,680-69.1% | $7,893-62.1% | $13,400-77.7% |