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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 | $31,090 | $165,361-81.2% | $149,715-79.2% | $158,950-80.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.86% | 348.24%-339.4pp | 276.66%-267.8pp | 302.91%-294.0pp |
| Employer contribution / active EE | $8,218 | $5,103+61.0% | $4,645+76.9% | $4,762+72.6% |
| Participant deferral / active EE | $9,868 | $7,182+37.4% | $6,842+44.2% | $5,983+64.9% |
| Admin fee / account holder | $5,873 | $10,808-45.7% | $9,310-36.9% | $11,248-47.8% |