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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 | $25,786 | $114,013-77.4% | $103,693-75.1% | $155,188-83.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 10.65% | 49.31%-38.7pp | 47.61%-37.0pp | 148.84%-138.2pp |
| Employer contribution / active EE | $18,241 | $3,131+482.6% | $2,920+524.6% | $4,248+329.4% |
| Participant deferral / active EE | $23,841 | $4,970+379.7% | $4,579+420.6% | $6,531+265.0% |
| Admin fee / account holder | $12,292 | $8,407+46.2% | $7,858+56.4% | $14,480-15.1% |