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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 | $31,975 | $69,274-53.8% | $64,097-50.1% | $139,487-77.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.16% | 46.00%-31.8pp | 33.75%-19.6pp | 373.84%-359.7pp |
| Employer contribution / active EE | $553 | $3,187-82.6% | $2,750-79.9% | $4,755-88.4% |
| Participant deferral / active EE | $1,521 | $4,685-67.5% | $3,881-60.8% | $6,713-77.3% |
| Admin fee / account holder | $4,832 | $4,247+13.8% | $3,070+57.4% | $11,407-57.6% |