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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 | $30,506 | $114,013-73.2% | $103,693-70.6% | $155,188-80.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.84% | 49.31%-39.5pp | 47.61%-37.8pp | 148.84%-139.0pp |
| Employer contribution / active EE | $9,679 | $3,131+209.1% | $2,920+231.4% | $4,248+127.9% |
| Participant deferral / active EE | $27,021 | $4,970+443.7% | $4,579+490.1% | $6,531+313.7% |
| Admin fee / account holder | $14,015 | $8,407+66.7% | $7,858+78.4% | $14,480-3.2% |