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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 | $9,601 | $100,203-90.4% | $85,240-88.7% | $145,897-93.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.04% | 84.28%-74.2pp | 66.75%-56.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,860 | $3,242-42.6% | $2,735-32.0% | $4,663-60.1% |
| Participant deferral / active EE | $2,366 | $5,299-55.3% | $4,527-47.7% | $6,689-64.6% |
| Admin fee / account holder | $1,093 | $7,265-85.0% | $6,165-82.3% | $13,390-91.8% |