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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 | $28,403 | $127,386-77.7% | $115,037-75.3% | $125,388-77.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $7,454 | $5,166+44.3% | $4,608+61.8% | $4,866+53.2% |
| Participant deferral / active EE | $11,980 | $6,423+86.5% | $6,026+98.8% | $5,352+123.9% |
| Admin fee / account holder | $10,313 | $9,516+8.4% | $8,175+26.2% | $9,541+8.1% |