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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 | $36,784 | $84,708-56.6% | $75,714-51.4% | $167,536-78.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.31% | 199.62%-181.3pp | 104.62%-86.3pp | 478.82%-460.5pp |
| Employer contribution / active EE | $2,906 | $3,231-10.1% | $2,744+5.9% | $4,839-40.0% |
| Participant deferral / active EE | $2,607 | $4,577-43.0% | $3,820-31.8% | $6,342-58.9% |
| Admin fee / account holder | $2,022 | $5,358-62.3% | $3,619-44.1% | $12,315-83.6% |