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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 | $29,254 | $117,895-75.2% | $102,460-71.4% | $145,897-79.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 31.92%-21.9pp | 29.47%-19.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,034 | $3,619-16.2% | $3,025+0.3% | $4,663-34.9% |
| Participant deferral / active EE | $11,493 | $5,736+100.4% | $5,056+127.3% | $6,689+71.8% |
| Admin fee / account holder | $4,187 | $13,353-68.6% | $9,460-55.7% | $13,390-68.7% |